Financial Planning

Your membership at Cornerstone gives you direct access to a registered financial representative to help you manage your financial well-being. Whether you are looking for insurance, investment guidance and just some advice, we are here for you. 
 
Cornerstone Community Financial is pleased to provide to our members a full suite of investment products and services through CUSO Financial Services, L.P. (CFS). You may also use the financial calculators provided below to get started on your plan or monitor your progress, prior to your appointment with our registered Financial Advisor.
 
 
 

Meet Jeffery Rand

Hello! My name is Jeffrey Rand, and I am the Financial Advisor at Cornerstone Community Financial Credit Union, through CUSO Financial Services LP. I am a licensed wealth management professional, trained to create a financial plan designed to meet your unique goals creating confidence in your financial roadmap.
 


Experienced and Balanced

I’ve worked with some of the biggest names in the business in excess of 20 years. Partnering with Cornerstone gives me the opportunity to get to know members on a personal level.
 
As a financial consultant, my goal is to utilize my extensive experience to help my clients develop, implement, and navigate a financial plan utilizing a well-balanced investment strategy to accomplish their goals and objectives.
 

How can I help You?

You need a financial planner who is in your corner. Schedule a no-obligation appointment with me to review your financial planning and investment options.
 
We can also talk about:
  • Retirement Planning
  • Income Planning
  • 403(b) and 401(K) rollovers
  • Mutual funds
  • Annuities
  • Long Term Care
 


Jeffrey's FINRA registration
Series 7 – Securities Representative
Series 8 – Securities Supervisor
Series 66 – investment Advisor
Series 63 – Uniform Securities Agent State Law

Additional Qualifications
Life and Health Licensed

Education Background
Bachelor of Arts (BA), Finance, Michigan State University, Eli Broad School of Business

You may check the background of this investment professional on FINRA's BrokerCheck

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA & SIPC and SEC Registered Investment Advisor.
 
Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Cornerstone Community Financial has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.