Cornerstone Financial Planning

Cornerstone Financial Planning, located in Fort Myers, FL, offers investment advisory services through Securities Service Network Inc., a registered investment advisor. The firm provides fee-based advisory services and is licensed to sell insurance products and securities in multiple states, with a focus on compliance and regulatory standards.

To meet federal law requirements aimed at combating terrorism and money laundering, Cornerstone Financial Planning verifies the identity of individuals opening accounts by collecting personal information and identification documents. Their services are available exclusively to residents of specific states, ensuring adherence to state regulations.

Generated from the website