Independent financial advisers in Slovakia

Advisers you can trust

Helping clients protect, grow and pass on their wealth with clarity and care

Independent and client-focused

We act solely in your best interests, with no ties to banks or product providers.

Local presence, international perspective

Based in Slovakia, we understand both domestic and cross-border needs.

Clear, personalised advice

We simplify complex topics and tailor every solution to your goals.

Licensed and compliant

We operate under the IDD framework, ensuring full regulatory peace of mind.

Cornerstone Slovakia is an independent financial advisory firm offering tailored solutions in insurance and wealth planning. Licensed under IDD, we combine local expertise with international insight.

Our mission

We help individuals and families plan with purpose. Our mission is to provide clear, independent financial advice that protects what matters most — today and for generations to come.

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Independent advice

We work for our clients — not for banks, insurers or third parties.

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Response time

We respond to all client enquiries within one working day.

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Years of experience

Delivering tailored insurance and wealth planning solutions.

Financial planning

A structured approach to managing your finances and setting long-term goals.

Retirement planning

Helping you prepare for a comfortable and secure future.

Capital investment

Strategies to help grow and preserve your capital over time.

Insurance

Bespoke insurance plans designed to protect your life and grow wealth

Education planning

Setting up smart savings for your children’s academic future.

Wealth management

Comprehensive support for managing, protecting, and transferring wealth.

Take control
of your financial future.
Speak to an independent adviser today — your goals, our guidance.
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How we work?

We follow a simple and effective process. It starts with an initial meeting to understand your goals and how we can help. From there, we gather key information about your finances and priorities. Based on this, we analyse your situation and prepare a tailored plan. Once reviewed and agreed, we move forward with implementation. Regular follow-ups ensure your strategy stays aligned with your goals.

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Contact Info
Links

Cornerstone Slovakia is an independent financial advisory firm licensed under IDD, offering personalised advice in insurance and wealth planning.

Contact Info

Ivanska cesta 32H, 82104 Bratislava

info@cornerstone-slovakia.com

Links

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Cornerstone Slovakia. All rights reserved.