Insights

Niche Market Focus Cornerstone Consulting Group specializes in customized life insurance solutions for affluent families and business owners, indicating a strong opportunity to cross-sell or upsell high-net-worth financial products and services that align with their personalized approach.

Exclusive Product Access Through their membership in the M Financial Group, the firm has access to proprietary insurance products that are cost-effective compared to retail options, suggesting potential for offering innovative, lower-cost insurance solutions to clients seeking value and exclusivity.

Growth Potential As the largest and fastest-growing M Financial Group Member Firm in Northeast Ohio, there is an opportunity to leverage their expanding client base by providing complementary financial advisory services or sophisticated insurance planning solutions.

Technology Utilization While specific tools are not detailed, their engagement in a professional services context and membership in an established insurance group imply potential openings for digital solutions that streamline policy management, client engagement, or portfolio analytics.

Financial Healthy Profile With revenues between one and ten million dollars and a dedicated team of fewer than 50 employees, the firm can benefit from scalable financial products and strategic partnerships to sustain growth and enhance their service offerings to high-value clients.

CCG-Cornerstone Consulting Group Tech Stack

Media & News

CCG-Cornerstone Consulting Group's Email Address Formats

CCG-Cornerstone Consulting Group uses at least 1 format(s):
CCG-Cornerstone Consulting Group Email FormatsExamplePercentage
FLast@cornerstoneconsultinggroup.netJDoe@cornerstoneconsultinggroup.net
40%
First.Last@cornerstoneconsultinggroup.netJohn.Doe@cornerstoneconsultinggroup.net
10%
FLast@cornerstoneconsultinggroup.netJDoe@cornerstoneconsultinggroup.net
40%
First.Last@cornerstoneconsultinggroup.netJohn.Doe@cornerstoneconsultinggroup.net
10%

Frequently Asked Questions

Where is CCG-Cornerstone Consulting Group's headquarters located?

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CCG-Cornerstone Consulting Group's main headquarters is located at 3421 Ridgewood Road, Suite 225. The company has employees across 1 continents, including North America.

What is CCG-Cornerstone Consulting Group's official website and social media links?

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CCG-Cornerstone Consulting Group's official website is cornerstoneconsultinggroup.net and has social profiles on LinkedIn.

What is CCG-Cornerstone Consulting Group's SIC code NAICS code?

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CCG-Cornerstone Consulting Group's SIC code is 7363 - Help Supply Services NAICS code is 52 - Finance and Insurance.

How many employees does CCG-Cornerstone Consulting Group have currently?

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As of December 2025, CCG-Cornerstone Consulting Group has approximately 11 employees across 1 continents, including North America. Key team members include Owner: C. L.Case Manager: A. C.Research Marketing Assistant: J. M.. Explore CCG-Cornerstone Consulting Group's employee directory with LeadIQ.

What industry does CCG-Cornerstone Consulting Group belong to?

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CCG-Cornerstone Consulting Group operates in the Financial Services industry.

What is CCG-Cornerstone Consulting Group's email format?

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CCG-Cornerstone Consulting Group's email format typically follows the pattern of FLast@cornerstoneconsultinggroup.net. Find more CCG-Cornerstone Consulting Group email formats with LeadIQ.

When was CCG-Cornerstone Consulting Group founded?

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CCG-Cornerstone Consulting Group was founded in 2007.

CCG-Cornerstone Consulting Group

Financial ServicesOhio, United States11-50 Employees

Cornerstone Consulting Group is a professional services firm that specializes in customized and innovative life insurance solutions for affluent families and business owners. Cornerstone Consulting Group is the largest and fastest growing M Financial Group Member Firm in Northeast Ohio. Through Cornerstone Consulting Group’s membership in M Financial Group, the firm has access to exclusive proprietary life insurance products, which are generally lower in cost than comparable retail insurance products. 

The insurance advisors at Cornerstone Consulting Group work side-by-side with clients and their advisors to deliver insurance solutions that are not narrow in focus, but fit with overall goals and objectives. Cornerstone Consulting Group is dedicated to serving the needs of our clients and their families through comprehensive insurance portfolio reviews and active policy management.
 
Cornerstone Consulting Group, LLC is independently owned and operated. 
Securities and Investment Advisory Services offered through M Holdings Securities, Inc.
A Registered Broker Dealer and Investment Advisor, Member FINRA/SIPC.

Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact a Registered Representative directly or consult another qualified professional.
The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Section iconCompany Overview

Headquarters
3421 Ridgewood Road, Suite 225
SIC Code
7363 - Help Supply Services
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    CCG-Cornerstone Consulting Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    CCG-Cornerstone Consulting Group's revenue is estimated to be in the range of $1M$10M

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