Susan J. Veligor

Susan J. Veligor

| BA, CFP®

Cornerstone Financial Planning, LLC

2077728133

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Fee Only Financial Planner Located in Portland, ME and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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38 Union Wharf
Portland, ME 04101

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Susan Veligor is a Portland, ME Fee-Only Financial Planner serving Portland and all surrounding areas. Cornerstone Financial Planning, LLC specializes in providing objective financial planning, retirement planning, and investment management to help clients grow, and protect their assets through life's transitions. Susan Veligor is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Susan Veligor graduated from the University of Massachusetts, Magna Cum Laude, with a BA in English. She has worked in financial services since 1994. Prior to founding Cornerstone Financial Planning, LLC with Jill, Susan worked at Mackensen & Co., Financial Guidance Associates, & US Boston Capital Corp.

A Massachusetts native, Susan spent summers in Maine. The ocean, the people and the way of life in the state drew her back to establish a business in Portland, where she lives with her husband, Vincent, and Lola, the "Little River Duck Dog." They have two grown children. In her free time, Susan enjoys the outdoors, spending time with friends and family, and activities at the First Parish Unitarian Universalist Church in Portland, where she is a member.

Susan has appeared on local television and radio programs, and has addressed both high school and college classes as well as offering financial planning seminars for women.

CERTIFIED FINANCIAL PLANNER™ Certificant 2000
NAPFA Registered Financial Advisor 2000

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A Different Approach to Financial Freedom

Welcome to Cornerstone Financial Planning where you’ll find our individualized approach delivered by a team of experienced financial professionals. Benefit from our personalized financial strategies and thoughtful advice to address your changing needs and circumstances. With clarity of your financial picture you can be free to enjoy your wealth and move toward more confident decision-making.

We work in your best interest with the experience and proficiency to provide a total financial solution for you and your family. Develop confidence through our long-term approach with realistic and objective advice to bring stability and a higher quality of life.

Working Together to Reach Your Goals

Your goals are our goals; your success is our success.

Working together begins with an initial meeting at no cost to you. We ask that you complete and bring our Questionnaire to this meeting, at which you can expect to spend up to an hour with us in a relaxed and comfortable setting. You will have the opportunity to become acquainted with our firm, our philosophy and learn how you might benefit from our services. We welcome the chance to get to know you, to understand your objectives, and explore ways to achieve them.

At Cornerstone, we hope you will find an environment that engenders your trust and a supportive partnership in attaining your goals.

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