Cornerstone Financial Solutions, Inc

Cornerstone Financial Solutions, Inc

Financial Services Sioux Falls, South Dakota, United States 11 employees
Employees
11
Contacts
2
Emails
2
Phones
2

Cornerstone Financial Solutions, Inc Overview

Headquarters
Sioux Falls, South Dakota, United States
Industry
Financial Services
Employees
11
Founded
1993
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Cornerstone Financial Solutions, Inc

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

Cornerstone Financial Solutions, Inc Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

Cornerstone Financial Solutions, Inc Org Chart

Sample employees and titles
Name Title Contact
Vance Crocker, Acpec, Pe CEO Peer Advisory Board Chair - Retired
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Teri Roest Marketing Manager at Cornerstone
Email Phone
Gordon Wollman Creator of the Cornerstone Experience®
Email Phone
Michelle Carlson Chief Experience Officer at Cornerstone
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Employees by Management Level

Executive 3 profiles
Manager 3 profiles
Individual contributor 3 profiles
Associate / junior 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 3 3 2
Sales 1 1 1
Executive 1 1 0
General 1 1 0

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