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Welcome to our Website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

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Newsletters
  • The Tech Sector Could Be Dominating Your Portfolio
    The biggest names in technology powered stock market gains and bouts of volatility in 2017, and the trend continued into 2018. The S&P Information Technology sector
  • Infographic: Financial Lessons from Football
    Content will appear in the future.
  • Ten Year-End Tax Tips for 2018
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • How can I protect my personal and financial information from credit fraud and identity theft?
    In today's digital world, massive computer hacks and data breaches are common occurrences. And chances are, your personal or financial
  • How can I safely shop online this holiday season?
    Shopping online is especially popular during the holiday season, when many people prefer to avoid the crowds and purchase gifts with a few clicks of a mouse. However,
    
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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, SC, VA, VT, DC, WA, WV
 


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