Cornerstone Investment Services
Investing
Why pick this one
They have been a fee-only investment advisor since 1995, focusing on fiduciary wealth management and retirement planning.
Best for
- individuals needing tailored financial plans
- business owners seeking retirement plan management
Look elsewhere if
- looking for commission-based investment products
Specialties
- individual retirement plan management
- customized wealth management
Certifications
- Accredited Investment Fiduciary (AIF)
- Professional Plan Consultant (PPC)
What makes them different
- fee-only advisory structure
- no commissions or third-party payments
- focus on fiduciary duty
- high level of personalized service
- individual participant meetings for retirement plans
- Years in business
- 28
- Serves
- Charlotte, Indian Trail
Distilled from this business's own website.
Contact & Location
- Address
- 3003 Thorndale Rd, Indian Trail, NC 28079-5368
- Phone
- +18555575474
- Website
- http://www.cornerstoneinvestment.com/
- daveh@cornerstoneinvestment.com
Services
- wealth management
- retirement plan management