Investment Services

CornerStone Bank Cares about offering a variety of financial services to our customers to help them plan for their futures. Frank Friedman serves as Vice-President and Financial Advisor, and has over 20 years of experience helping clients understand investments in order to shape their financial expectations. Frank cares about providing a sound and customized approach to investing that is unique to the circumstances of each client. And most importantly, he cares about staying connected to clients throughout the process.

Services offered include:

  • Retirement Planning – 401(k)s, IRAs, SEPs
  • College Planning – 529 plans and Educational IRAs
  • Asset Management – Stocks, Bonds, Mutual Funds, Fee based accounts
  • Insurance – Life and Long Term Care
  • Annuities – Fixed and variable

Frank Friedman is a registered representative and offers securities and investment planning services through Securities offered through SA Stone Wealth Management member FINRA/SIPC. He holds a Series 7 license along with 6, 65, 24, life and annuities licenses and has completed training in ethics, information security and regulatory supervision. Securities and insurance products are not insured by FDIC or any federal government agency. May lose value. Not a deposit of or guaranteed by the bank or any affiliate.