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Institutional Investment Services

We’re Interested in Your Business Success!

Whether you’re a small business with one employee or an organization with thousands, you can depend on Cornerstone Wealth Advisory and Insurances, LLC. to work closely with you to provide the professional guidance and resources necessary to help you work toward your business goals.  For more than 25 years, we’ve enjoyed helping our business clients make sound decisions to plan for their future financial goals.  Our straightforward needs and goals assessment along with a genuine interest in helping our clients do well, speaks directly to our only goal – helping your business grow and flourish.

Cornerstone Wealth Advisory and Insurance Services, Erie, PA works with businesses to provide the professional guidance and resources needed to help you work toward your business goals as shown here.

Below, you will find a list of some of the institutional financial services we provide.

  • Scalable Investment Advisory Solutions
  • Defined Benefit Plans
  • 401(K) Plans
  • 457 Plans
  • 403(b) Plans
  • SEP & Simple IRAs
  • 401a Plans
  • Taft-Hartley
  • 3(21) Fiduciary Oversight
  • Profit-Sharing Plans

At Cornerstone, we offer many institutional investment options such as 403b, SEP, Simple IRA and 401k which is shown here.

For more information or to schedule a free no-obligation appointment, please call today.

Thank you for considering Cornerstone.  We appreciate you!

(814) 315-2000