About Us

At Cornerstone Investment Services, we are committed to helping our clients turn their aspirations and financial dreams into realities. We build relationships that are founded on trust by creating individual financial plans that work toward the client’s financial needs and stay within their risk tolerance. Our goal is to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better-your family, your business, your financial goals, and your investment needs.

Through our relationship with LPL Financial, our clients have access to an array of financial products, including services such as professional money management, retirement and education planning, and investment products which includes stocks, bonds, mutual funds, annuities and insurance products. LPL is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and member FINRA/SIPC.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Cornerstone Bank and Cornerstone Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not a Bank Deposit Not Insured by Any Federal Government Agency

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, CA, CO, FL, HI, IA, IL, IN, KS, MO, NC, NH, NJ, OK, SC, TN, TX, VA, WA, WI