How is your financial health?
various investment products to meet your individual needs.
Experiencing a life change, such as getting married, having a child, or receiving an inheritance may prompt you to consider your financial health and future. From a discussion about the options available regarding your 401(k) to estate planning, or life insurance, we’re here to help.
Cornerstone Investment & Retirement Services, offering various investment products to meet your individual need. Our on-site Wealth Advisors are now accepting appointments for a complimentary, no-obligation review of your financial health.
Comprehensive Investment and Retirement Planning Services
Cornerstone Investment and Retirement Services offers personalized financial planning and investment services wherever you are on your financial journey. Our Wealth Advisors provide guidance on retirement planning, estate strategies, investment management, insurance solutions, tax resources, and overall wealth management. Clients can schedule complimentary, no-obligation appointments to discuss financial goals and develop tailored strategies.
Talk to our Wealth Advisors about Investment and Retirement Planning
Wealth Advisor
kevin.kopec@cornerstone-lpl.com
Wealth Advisor
david.goldpenny@cornerstone-lpl.com
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Community Federal Credit Union and Cornerstone Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using [Program Branding Name],and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Community Federal Credit Union or Cornerstone Investment & Retirement Services. Securities and insurance offered through LPL or its affiliates are:
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Cornerstone Investment & Retirement Services is not registered as a broker-dealer or investment advisor