Cone Advisory Group, Inc.

About Us

Helping You Achieve Your Financial Goals

Our foundation is built on the long-term relationships we build. Your aspirations inspire us to create customized strategies to help you achieve financial success. Through highs and lows, we’re with you at every juncture providing guidance and helping you navigate the complicated landscape of financial services.

A Customized Approach

At Cone Advisory Group Inc,, we understand that everyone has unique financial needs and objectives. From planning to implementation to follow-up, we’re committed to taking a comprehensive approach and developing strategies customized just for you.

We also understand that life is full of changes and challenges. Together, we’ll identify those situations and then we’ll create solutions to ensure you’re staying on track to meet your financial objectives.

Community Commitment

Cone Advisory Group, Inc. is known for our commitment to educating individuals about finance. Part of our commitment to our community is helping people understand personal finance and use that knowledge to reach their financial objectives.

A Collaborative Approach

Our team is dedicated to building lasting relationships and working closely with you to create customized strategies. With a deep understanding about personal finance and specialized training as financial professionals, we are fully prepared to help you plan for and meet your financial goals.

Our diverse backgrounds, education, and experience arm us with the knowledge to address a variety of your needs. Whatever your financial aspirations, we’ll work with you to implement a maintainable and achievable plan.

Meet Your Team

C. Dean Cone

President

Curt Cone, Jr.

Insurance Strategist

Susan Wingate

Administrative Assistant

Cone Advisory Group, Inc.