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Cornerstone Wealth and Tax Advisory Group, Inc.

Douglas Clancy mailicon Jr. President / CEO
Andrew Kagan Branch Predisent
Lisa Clancy mailicon Corporate Controller / CFO
Cheryl “Sher” Ezzel mailicon Director of Client Relations
Martha “Mardi” Dunham mailicon Executive Assistant
Davina Parra mailicon Administrative Assistant
TBA mailicon

(916) 596-0500
FAX: (916) 773-9997

1540 Eureka Road, Suite 101
Roseville, CA 95661

9245 Laguna Springs Dr. Suite 200
Elk Grove CA 95814

Andrew Kagan
Branch President

980 9th Street 16th floor
Sacramento, CA 95814

1024 Iron Point Rd. Suite 100
Folsom, CA 95630

Additional Offices:
Mount Pleasant, SC
Charleston, SC

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FEATURED ARTICLES

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One

Educate Yourself

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Two

Understand the Basics

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Three

Who's who in a Fixed Index Annuity

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Four

Understand the Benefits

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Five

Tax Deferral

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Six

Indexed Interest Potential

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Seven

Protection Benefits

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