As a CERTIFIED FINANCIAL PLANNERTM Professional, Chad is the key professional in assisting our clients strategies for indindivudals, families, and small businesses in all areas and disciplines of the financial planning process. Chad's focus is to help clients with practical approaches to financial planning and assists them through a "real life" planning approach that customizes solutions based on their needs and wants, and not purely based on modeling.

In addition to being President of Cornell Financial, Inc., Chad is also President of Frank Cornell Associates, Inc. which specializes in tax, accounting, and payroll services also for individuals, families, and small businesses.

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Our Services Report

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. We start by discussing and agreeing on how we can help and work together with clients to address their concerns. This involves gathering the appropriate information to about a clients financial picture, plan, and goals. From there, an appropriate level of anaylsis and strategizing can take place to properly develop appropriate suggestions for a course of action.

Our Qualifications Report

Chad P. Cornell is a CERTIFIED FINANCIAL PLANNERTM professional who has completed rigorous education, examination, experience requirements, and is held to significant ethical and professional standards. The CFP certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP certification.

Frank Cornell Associates, Inc. Lockport Report

Frank Cornell Associates, Inc. is not an affiliate of Securities America, Inc. nor of Security America Advisors, Inc. nor any related companies. This website does not constitute a recommendation of any kind. If this website contains any projections, forecasts, guarantees and/or predictions of any kind you are required to ignore the same.

Tax Library Report

We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.

Shanks Outdoors Unlimited

Dec 20, 2021

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Always very helpful and knowledgeable tax assistance from this company

M. B.

Jun 09, 2021

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I personally worked with Haick accounting many years ago . Now we are working with Jordan the Managing associate with our filings at Cornell. We couldn't feel more secure. Thank you. Mb

Karen Frye

Apr 16, 2021

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Jordan is the best. Very knowledgeable and definitely knows the Tax business for sure. Very satisfied clients.

Jeffrey Enabe

May 06, 2013

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I am working with Chad and Steve for business payroll processing services. So far they have been easy to work with and very knowledgeable. I will also consider their accounting services in the future.