Jeremy Evens, Social Security Consultant
Jeremy Evens
Financial Planner, Cornerstone Capital Wealth Management
Professional Profile
Jeremy Evens is a highly respected Financial Planner at Cornerstone Capital Wealth Management, located in New York. With over 15 years of experience, he specializes in retirement planning, investment management, and personalized financial strategies to help clients build, protect, and manage their wealth. Jeremy is dedicated to understanding each client’s unique goals and crafting tailored solutions that lead to financial success. His deep community involvement, illustrated by his work as a travel hockey team coach and his fundraising efforts for cancer research, underscores his commitment to making a positive impact both personally and professionally. Residing with his wife, Cecilia, and their two children, Jeremy enjoys a vibrant lifestyle that balances family, career, and personal interests. If you're searching for a knowledgeable and reliable financial planner who genuinely cares about your financial future, Jeremy Evens is your go-to expert in the New York area.
Jeremy Evens has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.