My firm provides truly personalized investment advice for people in all stages of life while eliminating the conflicts of interest that are inherently present in most modern financial advisory relationships. We also have a vision of integrating new school technology with old school relationships by providing our customers with a mobile app where they can view the status of their investments 24/7/365, while also having the direct phone number of their advisor so that they can voice any questions or concerns whenever the need arises.
Business Profile:
Cornerstone Investment Services
16221 Shellcracker Rd
Jacksonville, FL 32226
Phone: (904) 537-7889
Website: Cornerstoneinvestmentservices.com
What differentiates you from the competition?My firm provides truly personalized investment advice via a few structure that does not favor any particular product or asset class. We also have a personal relationship with each and every one of our clients.
What are your top selling services or products that your company offers?My top product will be savings account management. So many people lose money due to the detrimental effects of inflation. I intend to build custom portfolios for my clients that protects them from inflation while still providing the liquidity needed to fulfill any unforeseen circumstances.
If you had one message to get across to future customers, what would it be?Take a risk. You won’t regret it.
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