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Series 7, Series 66, Series 24, Life & Health, CFP

Office: 315-980-4064

Office: 315-980-4064

Office: 315-980-4064

Fax: 315-545-5019

2113 Genesee St

Utica, NY 13501

Branch Office

4914 W Genesee St

Suite 104

Camillus, NY 13031

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Cornerstone Planning Group is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures