Cornerstone Financial Services

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About

Are you worried about not having enough in retirement? Not sure what is enough? Not enough time to update and rebalance your investment portfolio or 401k/403b? We can help. Cornerstone serves a select group of early stage, mid to high income earners, disciplined late stage retirement savers and successful business owners and professionals seeking financial independence. We address our client's goals and unique challenges via our refined and proven Cornerstone ROADMAP 360 method. This approach includes detailed needs analysis, constant monitoring and adjustment, and the highest level of execution to achieve client goals and lead them to a work-optional lifestyle. Securities offered and sold through CoreCap Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Advisory services provided by CoreCap Advisors, Inc., a registered investment advisor. Cornerstone and the CoreCap companies are separate and unaffiliated entities.

Overview

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15 employees

16 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Check.

Services offered

Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

My customers travel to me

I travel to my customers

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Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

5.0

3 reviews

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Devon N.

Mar 25, 2021

Honest and thoughtful when approaching personal financial goals. Takes time to explain options and recommendations. Listens carefully and is very responsive.

Linda L.

Mar 25, 2021

Ryan and his team really know their stuff. We've worked with other financial advisors before while maintaining parallel investments. Ryan is the only one that has done better that us. He's very smart and has integrity.

Kelly M.

Mar 25, 2021

Cornerstone is incredible. We feel so taken care of and that we are always responded to promptly and thoughtfully. So glad to be clients of the best of the best.

Credentials

Background Check

Ryan Shuchman

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We work on a fiduciary basis and our fees are fully transparent. For clients seeking asset management we work on a percentage of assets under management basis.
What is your typical process for working with a new customer?
A first meeting with our team is a no-obligation discussion around mutual fit. Once we learn more about one another we can decide if moving forward makes sense.
What education and/or training do you have that relates to your work?
15 years as a licensed securities professional advising professionals and business owners on investments, real estate, financial statements, and more.

Cornerstone Financial Services

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