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. 

Products and Services available:

  • Mutual funds
  • Stocks, bonds, and annuities
  • 401(k) Rollovers
  • Retirement planning
  • Education funding
  • Life insurance
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 check the background of this firm or 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.