CornerStone Bank Cares about offering a variety of financial services to our customers to help them plan for their futures. Frank Friedman serves as Vice-President and Financial Advisor, and has over 20 years’ experience helping clients understand investments in order to shape their financial expectations. Frank cares about providing a sound and customized approach to investing that is unique to each client’s circumstances. And most importantly, he cares about staying connected to clients throughout the process.Services offered include:
- Retirement Planning – 401 (k)s, IRAs. SEPs
- College Planning -- 529 plans and Educational IRAs
- Asset Management -- Stocks, Bonds, Mutual Funds, Fee based accounts
- Insurance – Life and Long Term Care
- Annuities – Fixed and variable
Frank Friedman is a registered representative and offers securities and investment planning services through Sterne Agee Financial Services, Inc. a member of FINRA and SIPC. Advisory services offered through Sterne Agee Investment Advisors, Inc, an SEC registered investment advisor. He holds a Series 7 license along with 6, 65, 24, life and annuities licenses. He has completed training in ethics, information security, and regulatory supervision. Securities and Insurance products are not insured by FDIC or any Federal Government Agency. May lose value. Not a deposit of or guaranteed by the bank or any affiliate.