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, ChSNC®

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

Lee Cole

Advisor Advocate
Regal Holdings

Sandra Wang

Investment Analysis
Regal Holdings

Thomas Kowalkoski

Advisor Advocate
Regal Holdings

Loraine Morgenroth

Client Relationships & Operations Read More

Alexa Belcuore

Digital Content Coordinator

Len Harac

Chief Operations Officer

Brian Thompson

Chief Financial Officer

Dustin Taylor

Chief Marketing Officer

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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