Teri Roest's Contact Details

Teri Roest's Company Details

Cornerstone Financial Solutions, Inc

Sioux Falls, South Dakota, United States • 7 Employees
Financial Services

When you've spent your life saving for the future, you want to be sure your future is in good hands. You want someone who knows where you've been and where you want to go. You've laid the foundation, now let us help you craft a legacy you can be proud of.Building a solid wealth management plan involves far more than money and investment management. A comprehensive plan is as much about craftsmanship as it is about numbers, markets and trends. The ultimate goal of comprehensive financial planning is to gain financial clarity in all aspects of your life. Since wealth management tends to be both complex and interdependent, our wealth advisors will take an in-depth look at the five important areas of financial planning:Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Cornerstone Financial Solutions Inc is not a registered broker/dealer and is independent of Raymond James Financial Services.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm