Investment Services

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.

Products and Services available include:

  • Mutual funds
  • Stocks, bonds, and annuities
  • 401(k) Rollovers
  • Retirement planning
  • Education funding
  • Life insurance 

Your membership at Cornerstone gives you direct access to a registered financial representative to help you manage your investment and insurance needs.

David Ballantyne is Cornerstone's CFS* Registered Financial Representative and is here to walk you through all of your investment options. If you would like to speak with David, you may contact him by:

Phone at (248) 373-1406
Email at David.Ballantyne@cusonet.com.

You may also visit David's Financial Services Website for additional tools, tips and resources regarding all of your investment and financial planning needs.

Use BrokerCheck to check out David’s investment background!

Retirement 101

Want to learn more about Retirement 101? Click here for a short tutorial.

Intro to Stock Options

Want to learn more about Stock Options? Click here for a short tutorial.

Estate Planning

Want to learn more about Estate Planning? Click here for a short tutorial.

Investments

Want to learn more about Investments? Click here for a short tutorial.

*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