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Mike Ross, Financial Advisors

Name: Mike Ross, Financial Advisor - Cornerstone Financial Group.
Address: 35 Corporate Drive, Burlington, MA, 01803, US
Telephone: (781) 229-0777

35 Corporate Drive, Suite 210
Burlington, MA 01803

Phone:

(781) 229-0777

E-mail:

mross@cfgplan.com

Creating customized financial plans, one client at a time.

Smiling man in a suit and glasses in front of framed photos

“I look to build long lasting relationships with my clients...to help them through the multiple phases of their financial life.”

~ Mike Ross

Our Team is...

Knowledgeable and experienced

Caring, trustworthy and friendly

Concerned about you and your financial future

Ready to provide superior service

Excited about building a long-term relationship with you

Able to provide a total solution

What We Can Do for You...

Determine what you need for retirement income

Set up a college savings plan

Protect you and your loved ones from unexpected life events

Manage your portfolio

Create a financial plan for every stage of your life

Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators