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Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client`s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
Wilkinson O'Grady Co is a New York, NY-based company in the Financial Services sector.
The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn`t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry`s most respected strategy and technology consultants, Cornerstone`s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone`s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market.
A Plan striving for people 1st. Founded in 1994 by a group of local physicians, organized medical groups, and hospitals with the heart of the community in mind. This dynamic team came together to create a pro-patient healthcare delivery system that has grown over 500,000 members today! The same healthcare professionals who started the company continue to lead Care1st as a expanding consumer based organization which strives to deliver the right care, more choices, competitive health benefits and physician focused service. With this goal in mind, doctors can focus on patient care, members can have quality without impacting their pocket books and in most cases not give up their doctor.
U.S. Retirement & Benefits Partners (USRBP) is one of the largest national independent specialists in public school, governmental, private and non-profit employee benefits plans and employer-sponsored retirement plans. USRBP thrives because of its successful partnerships with some of the nation`s best benefits & retirement firms. Our skilled Advisors and Benefits Brokers & Consultants offer outstanding solutions and services to more than 2 million clients across the country through a combination of technology and personal service.