Brendon W. Elliot has been in financial services for over 14 years. In 2013 Brendon was made a Partner in the Boston General Office of New York Life. In 2017 he founded Cornerstone Financial Group, LLC to provide more extensive and personal service. Here, he still maintains an agency relationship with New York Life and the Boston General Office but is not exclusively restricted to New York Life and their products.
Brendon takes a fully integrated, pro-active approach to financial planning, custom to each individual client's needs. His focus is working with individuals, small businesses, young families, and retirees/pre-retirees, while also providing options for wealth protection.
Brendon is currently insurance licensed in nineteen states and holds the Series 6 & 63 licenses with FINRA. Cornerstone's main office is located in the heart of historic, downtown Plymouth, MA convenient to Routes 3 and 44. Brendon can be reached at brendon@cstonefinancial.com.
Brendon resides in Halifax, Massachusetts with his wife Alexandra and two young sons. He enjoys being actively involved in the community, watching sports, and spending time with family and friends.
Samantha Amato joined Cornerstone in September 2019 as Office Manager. With her Bachelor’s and Master’s degrees in Business Management and Finance, Samantha has over 20 years’ experience in the Financial Services industry. At Cornerstone, she works closely with clients to facilitate account set up and transfers, coordinates information needed for Life Insurance policies, and helps process anything else that comes up.
Originally from Bridgewater, Samantha and her husband Mike reside in Plymouth, MA. She’s very involved in the community and is a strong supporter of local businesses and non-profits. Samantha spends most of her free time on the baseball, soccer and lacrosse fields cheering on their 4 very active children. Samantha can be reached at samantha@cstonefinancial.com.
Sean Dunphy joined the Cornerstone team in August 2022 as an Insurance Professional where he works with clients on their insurance needs. Sean graduated from Bryant University, where he attained the knowledge and experience to be an effective leader in the workforce. His past work experience has taught him the value of achieving goals and working as part of a team to help others achieve their goals.
Originally from Pawtucket, RI., Sean has been living in Attleboro for the past three years. He enjoys spending time on the beach and cheering on all the New England sports teams. Sean can be reached at sean@cstonefinancial.com.
Kevin started as a financial services agent in 2010 before joining New York Life in 2018. For 10 years, Kevin worked directly with clients helping to achieve financial goals before being promoted to Partner in 2020. His passion for working directly with clients has led him to transition back into an agent role with Cornerstone. Kevin lives in Mashpee with his wife Katrina as well as their two daughters, Jeannie and Beatrice. Kevin can be reached at kevin@cstonefinancial.com.
Attar Chalif has been in financial services for nearly a decade. His experiences as Agent and Junior Partner for a life insurance firm, as well as his experience as a Banker for one of Massachusetts most beloved regional banks, has leant to a seamless transition in his role as a Financial Services Professional with Cornerstone Financial Group. His caring nature and devotion to his clients, coupled with his quick wit and his affinity for bringing coffee and donuts to Saturday morning appointments have been a hallmark of his from the beginning. Attar lives in Middleboro with his childhood friend and now fiancé, Christine. He is a doating uncle to his many nieces and nephews who all know him as "Uncle Tari." Attar can be reached at Attar@cstonefinancial.com.
Cornerstone is looking for highly motivated and talented individuals to join our growing team. If you would like to be considered for a position, please submit your cover letter and resume to samantha@cstonefinancial.com.
Brendon is a member of the Million Dollar Round Table (MDRT). MDRT, The Premier Association of Financial Professionals, is recognized worldwide as the standard of excellence in life insurance sales performance in the insurance and financial industries. The organization was founded in 1927 and is a global, independent association made up of over 72,000 of the leading financial professionals. MDRT members are known for having in-depth knowledge of the industry, providing a high level of client service, and adhering to strict ethics.
Qualifying years: 2019, 2021, 2022
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Brendon works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Brendon W. Elliot can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
Brendon W. Elliot and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 10/15/2020.)
Founded by Brendon in 2014, Networking Group USA is an organization that drives local business owners together to promote small businesses in the community. Brendon started the group after moving to a small town and realizing he missed the opportunity to constantly meet people, grow, and be challenged in his business. So he brought together a small group of likeminded business owners who wanted to be part of a different kind of networking group—one that was relaxed, resourceful, reliable—and of course, referrable. Over the years, the group has flourished to now include 29 chapters with more than 300 local members. Between 2018 and 2021, this organization spurred the referrals of more than $5 million in revenue within the small business community. Brendon couldn’t be happier about the progression of this group, and he’s excited to see more businesses come together and grow.
Freemasonry is the world's oldest and largest fraternity, founded on the belief that each man has a responsibility to improve himself while being devoted to his family, his faith, his country, and his brothers. This organization’s aim is to promote friendship, morality, and brotherly love among its members by building each other up with strong, universal values. In essence, the Freemason’s mission is to encourage his brother to be a better man (and likewise be challenged) through mentorship, charitable involvement, and the pursuit of wisdom and knowledge. As the Membership Director of Plymouth’s local chapter, Brendon encourages the growth of this group as they actively support their community and raise money to help local families and children in need.
The Cranberry Country Chamber seeks to highlight the unique value of its local community by providing avenues for businesses and organizations to enhance their talents, access valuable resources, and hone their individual strengths within the global economy. This chamber believes in the power of its members to make an impact beyond themselves, and its mission is to create opportunities for people to build positive connections and engage with each other. Chamber members collaborate with one another to heighten creativity, solve problems, and develop their businesses. As a member of the Board of Directors, Brendon helps drive the chamber’s mission to boost and support small business growth in the community. Cranberry Country Chamber represents multiple towns in southeast Massachusetts, including Bridgewater, Halifax, and Rochester.