CornerStone Cares about bringing the world of investments to you with local, experienced service. At CornerStone Investment Services*, we think investment management should blend access to world-class comprehensive resources and offerings with personal, accessible service.
Vice President and Financial Advisor Frank Friedman** has over twenty years in the financial services’ industry, cares about providing a sound and customized approach to investing that is unique to the circumstances of each client. He has spent his career helping clients achieve their goals and cares about staying connected to clients throughout the process. It can begin with defining a big dream, reviewing an existing portfolio statement or just a conversation.
Here’s how Frank can help you:
- He can work with your existing accounts, even if they are held with other national investment firms.
- He can assist you with decisions about how to invest your self-directed IRAs.
- He can recommend both short- and long-term strategies to help you plan for retirement, college or transfer of wealth.