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Wondering what it's like to work with a local financial advisor? The Cornerstone Wealth’s Greenville office is located at 75 Beattie Place, Suite 110 Greenville, SC 29601. As a Greenville, SC-based wealth management firm with a focus on holistic planning, we understand how important it is for you to meet your goals and financial needs.
Cornerstone Wealth’s Aiken office is located at 137 Old Market Street, Suite 203, Aiken SC 29803 in the Village of Woodside. In its 7th year of operation, our Aiken office has continuously been the premier spot to get the personal financial advice you need to achieve your financial and retirement goals.
Buying a home is one of the most financially significant events of your life. But even after closing, your financial work isn’t done. There are a few more steps you should take to incorporate your home into your greater financial picture. 1. Adjust Your Budget After buying a home, the makeup of your monthly and annual expenses will…