Cornerstone Investment Services
10800 Sikes Place, Charlotte, North Carolina 28277
About the Business
Cornerstone Investment Services is a trusted finance institution located at 10800 Sikes Place in Charlotte, North Carolina, United States. Our firm is dedicated to providing the highest standard of care as a fiduciary advisor, with integrity worthy of your trust. We are independent, objective, and fee-only, ensuring that our advice is always in your best interest. With years of training and industry experience, our team at Cornerstone Investment Services offers personalized financial plans tailored to your unique goals and circumstances. Whether you are looking to build wealth or secure your retirement, we provide ongoing advice and service to help you achieve financial independence. For businesses looking to offer retirement plans to their employees, we offer expert guidance on plan design, compliance, and monitoring. As a plan sponsor, you deserve a dedicated advisor who can provide high-quality service at a reasonable cost. Founded in 1995, Cornerstone Investment Services is a fee-only registered investment advisor committed to unbiased consulting and investment management. President Dave Hoshour, an accredited investment fiduciary, has been managing client investments since 1985, serving clients in the Charlotte, NC area and nationwide. At Cornerstone Investment Services, we do not sell products or accept commissions, ensuring that our advice is always in your best interest. Whether you are a business owner, beneficiary, charity organizer, or retiree, we can help you with cash management and financial planning. With the current market trends, including the rise of Bitcoin and the uncertainty of global politics, it's crucial to have a trusted advisor by your side. Let Cornerstone Investment Services help you navigate the complexities of the financial world and achieve your long-term goals."
Photos
Contacts
10800 Sikes Pl STE 300, Charlotte, NC 28277, United States
Opening hours
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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