Allan Beck Owner/Founder/Financial Advisor

Allan Beck is the Founder and Owner of Cornerstone Financial Services, located in Waldoboro, ME. With a career in the insurance and financial services industry that has spanned since 1990, Allan is dedicated to helping individuals grow and preserve their assets. He focuses on developing retirement income strategies with the goal of smooth wealth transfer to future generations. Allan is also able to work with accountants and attorneys to address complex financial challenges.

Integrity and commitment are the cornerstones of Allan’s business philosophy, shaping his relationships with clients. His no-pressure approach has enabled him to assist numerous clients in areas such as investing, legacy planning strategies, and insurance. Allan prioritizes understanding each client’s unique financial goals and needs, and works to build lasting relationships founded on
trust, confidence, and integrity.

A native of Maine, Allan resides in Nobleboro and upholds a rich family legacy. He is the grandson of the late P.B. Moody of Waldoboro, the 1927 founder of the famous Moody’s Diner, with his oldest son continuing the tradition as the fourth generation in the family business. Allan is also the grandson of Carl Beck of Waterville, who founded C.O. Beck & Sons Roofing in 1920, a legacy also proudly sustained by a fourth-generation. Allan has been married to his wife, Sheri, for 41 years. Together, they are parents to Andrew, Aaron, and Allison, and proud grandparents to ten grandchildren. Allan cherishes walks with Sheri, hunting and fishing trips with their sons, visits with their daughter and her family, boat rides on the lake, and attending events involving their grandchildren. Since 1982, Allan has been a member of Calvary Baptist Church in Warren, where he serves as a deacon.