If there was one word to sum up who we are at Cornerstone Financial Solutions and what we believe in, it’s POSSIBILITIES.
Our clients often come to us in the beginning because they don’t know what’s truly possible for their wealth, their lives, or for the lives of the people they love.
We believe you’re made for more and that you don’t have to settle for the status quo. So, we work together to develop what we call a CORNERSTONE PLAN covering all 5 areas of wealth management, so nothing falls through the cracks.
Choosing who to trust with your wealth management is a big deal, that’s why we have a team available to help you. More team members mean a broader scope of knowledge, information, and multiple minds for you to access at any given time.
One of the greatest compliments we hear from our clients is how comfortable and close they feel with all the members of our team. We truly believe this is made possible by our team’s unique collaborative bond, ability to work together for your benefit, and that it isn’t just about your portfolio.
Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Cornerstone Financial Solutions Inc is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Company Details
- Employees
- 11
- Founded
- -
- Address
- 7408 S. Bitterroot Pl., Sioux Falls,sd 57108,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- gordonwollman.com
- Keywords
- Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Tax Reduction Planning, Retirement Income & Distribution Planning, 401k Rollovers, Personalized Portfolio Management, Federal Employees Retirement System (FERS), Civil Service Retirement System (CSRS).
- HQ
- Sioux Falls, SD
Cornerstone Financial Solutions, Inc Questions
Cornerstone Financial Solutions, Inc's website is gordonwollman.com
Cornerstone Financial Solutions, Inc's LinkedIn profile is https://www.linkedin.com/company/cornerstone-financial-solutions-inc
Cornerstone Financial Solutions, Inc has
11 employees.
View email and phone details for 11
employees at Cornerstone Financial Solutions, Inc.
Cornerstone Financial Solutions, Inc's industry is
Financial Services
Cornerstone Financial Solutions, Inc's top competitors are
Interstates,
Lemonly,
Siouxfalls.business,
Ransom Church,
Foundation Investment Partners,
University Of South Dakota Foundation And Alumni Association,
Epicosity,
South Dakota Trust Association,
Sioux Falls School District,
Impact Wealth Management Llc.
Cornerstone Financial Solutions, Inc's categories are Financial Services
Cornerstone Financial Solutions, Inc's founding year is 1993
