Brendon W. Elliot has been in financial services for over 16 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 services. 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 retirement and estate 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 twenty 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.
