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Our Family's Legacy Is Helping To Build Yours.

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Welcome to Cornerstone!

Cornerstone Financial Services has been serving Mid-Coast Maine since 1997.  Whether you need help understanding Medicare or an Individual Health Plan and the options available, looking for a life insurance policy or planning for your future and retirement, allow Cornerstone the opportunity to use their process "Foundation Work" to help you install a financial or insurance plan that best suits you.

 Foundation Work - Our Process

Survey The Land - Fact-finding stage where we get to know you and your financial vision for the future.

Set The Form - The crafting of a plan that can help you get closer to your goal.

Lay the Foundation - Once your approval to our plan is given, we begin the implementation process.

Observe the Progress - Regular meetings to monitor results and make adjustments as your needs change.

Contact Us

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©2022 by Cornerstone Financial Services, LLC. | 816 Atlantic Hwy, Waldoboro, ME 04572 | (207) 832-6950 | info@unitedcornerstone.com

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Cornerstone Financial Services, LLC are Independent Insurance Brokers and are not affiliated with the U.S. government or associated with any federal Medicare program.  Cornerstone Financial Services does not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.

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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Cornerstone Financial Services, LLC. Cornerstone Financial Services, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Cornerstone Financial Services, LLC. are not subject to Investment Advisor requirements.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

 

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

 

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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