Cornerstone Wealth-Tax is a comprehensive insurance and retirement planning agency based in Summerville, SC. With affiliations to over 150 top-rated insurance and investment companies, they offer a wide range of products and services, including home and auto insurance, health insurance, life insurance, and smart investing strategies. Their team of licensed representatives is dedicated to providing affordable solutions tailored to the needs of their clients, ensuring financial security and peace of mind.
Founded in 2007, Cornerstone Wealth-Tax has grown to become a trusted resource for mature Americans seeking retirement resources. They pride themselves on their commitment to building strong financial foundations for individuals and families, offering personalized financial reviews and expert advice. With a focus on community outreach and charitable contributions, Cornerstone Wealth-Tax is dedicated to making a positive impact on the lives of others.
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