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).
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 [email protected].
You may also visit David's Financial Services Website for additional tools, tips and resources regarding all of your investment and financial planning needs.
Want to learn more about Retirement 101? Click here for a short tutorial.
Want to learn more about Estate Planning? Click here for a short tutorial.
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.
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.