Investment Services

CornerStone Cares about bringing the world of investments to you with local, experienced service. At CornerStone Investment Services*, we think investment management should blend access to world-class comprehensive resources and offerings with personal, accessible service.

Vice President and Financial Advisor Frank Friedman** has over twenty years in the financial services’ industry, cares about providing a sound and customized approach to investing that is unique to the circumstances of each client. He has spent his career helping clients achieve their goals and cares about staying connected to clients throughout the process. It can begin with defining a big dream, reviewing an existing portfolio statement or just a conversation.

Here’s how Frank can help you:

• He can work with your existing accounts, even if they are held with other national investment firms.
• He can assist you with decisions about how to invest your self-directed IRAs.
• He can recommend both short- and long-term strategies to help you plan for retirement, college or transfer of wealth.

CornerStone Investment Services

Retirement Planning

• 401(k)
• IRA
• SEP

College Planning

• 529 plans
• Educational IRAs

Asset Management

• Stocks
• Bonds
• Mutual Funds
• Fee based accounts

Insurance

• Life
• Long-term Care

Annuities

• Fixed
• Variable

Have Questions?

To make an appointment to review your current investments or to create a plan for your unique situation, contact Frank Friedman.

*Securities offered through StoneX Securities Inc., Member FINRA/SIPC. Advisory Services offered through StoneX Advisors Inc. The investment products sold through StoneX Securities Inc. are Not FDIC Insured, May Lose Value, and are Not a Guarantee of the Bank.

StoneX Wealth Management Customer Relationship Summary and Regulation Best Interest Disclosure StoneX Wealth Management CRS

**Qualified representative for TIAA-CREF, Fidelity