CONTACT US

Our Team

Robert Belcuore

CEO
Mr. Belcuore oversees his agencies within the tri-state area.
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Matthew Mortillaro

Financial Advisor
Investment Advisor Representative and Registered Representative
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Ashley Mariani

Para Planner Read More

Caitlyn Leffler

Para Planner Read More

Diane Goldman

Social Security Specialist
Specialist for Cornerstone Wealth Associates
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Cheryl Crawford

Social Security Specialist
Specialist for Cornerstone Wealth Associates
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Jordan Fischer CFP®, AIF®

Portfolio Manager
Regal Holdings
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Brad Wallick

CFA, Portfolio Manager
Regal Holdings
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Lee Cole

Advisor Advocate
Regal Holdings
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Sandra Wang

Investment Analysis
Regal Holdings
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Thomas Kowalkoski

Advisor Advocate
Regal Holdings
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Loraine Morgenroth

Client Relationships & Operations Read More

Alexa Belcuore

Digital Content Coordinator Read More

Len Harac

Chief Operations Officer Read More

Brian Thompson

Chief Financial Officer Read More

Dustin Taylor

Chief Marketing Officer Read More

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CONTINUE TO CORNERSTONE FINANCIAL ASSOCIATES

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Property & Causality Insurance
  • Medical Insurance

Financial Planning

  • Individual Retirement Plans
  • Tax Mitigation Plans
  • Group Retirement Plans
  • College Plans
  • Estate Plans
  • Executive Benefit Plans
  • Profit Sharing Plans

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity