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Our Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Asset Management
  • Cash Management
  • Fee-Based Accounts
  • Trust Services
  • Comprehensive Financial Planning
  • Retirement Plans
  • Asset Allocation Programs
  • Estate Planning
  • Education Funding
  • Mutual Funds
  • Exchange Traded Funds
  • Life & Health Insurance
  • Stocks & Bonds
  • Annuities
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 Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cobblestone Financial Advisors and Cambridge are not affiliated.

State Licenses:
John B. Cooney
FL, MA, NC, NJ, NY, SC, VT, CO

Wendy Jo Bellerive
CA, CO, CT, FL, IL, MA, MI, NH, NJ, NY, NC, OH, PA, SC, VA, VT, DC, WA, WV
 


Check the background of this financial professional on FINRA's BrokerCheck.