Cornerstone Investment Management

Closed
121 W Public Sq Ste C
Laurens, SC 29360

Cornerstone Investment Management is a trusted financial advisory firm located in Laurens County, South Carolina, dedicated to providing residents and surrounding areas with expert guidance and investment opportunities. With a strong belief in small town values and prioritizing client needs over profits, they strive to build lasting relationships based on sound financial advice.

As a registered investment advisor, Cornerstone Investment Management offers securities and advisory services through LPL Financial, ensuring their clients receive professional and reliable assistance. With a focus on local expertise and a commitment to putting clients first, they aim to help individuals achieve their financial dreams and secure a prosperous future.

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Services: for you Elliott Davis Investment Advisors Highly Ranked on CPA Wealth Provider Magazine List Elliott Davis Investment Advisors To Hold Retirement Income Security Seminar We collect nonpublic personal information about you from the following sources: Information we receive on applications or other forms and information about your transactions with our affiliates, others, or us. We do not disclose any non-public information about our current or former customers to any non-affiliated 3rd parties, except as permitted by law or in order to provide the current services. Our employees have limited access to your personal information based on their responsibilities to provide products or services to you. Be assured that we maintain physical, electronic and procedural safeguards in compliance with federal standards to protect your information. Private client information will not be disclosed for any purposes of marketing and/or solicitation of business. Pursuant to the Securities Exchange Commission Brochure Rule 204-3, of the Investment Advisers Act of 1940, investment advisers are required to offer a copy of Form ADV, Part II to every advisory client on an annual basis. If you are interested in receiving a free updated 29607. All content on this site is property of Elliott Davis Investment Advisors unless otherwise noted and should not be used without permission. Elliott Davis Brokerage Services, LLC is a member of FINRA and SIPC. Securities Offered through Elliott Davis Brokerage Services, LLC.
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