Your Vision. Our Commitment. A Behind the Scenes Look at Cornerstone's Client-First Practices.

At Cornerstone Financial Solutions, putting you first isn’t just a promise-it’s how we operate every day. From streamlining processes to taking steps to personalize every step of your financial journey, our team works behind the scenes to help make planning for your future simple, efficient, and tailored to your needs.
In this video, we share how our client-first approach helps eliminate complexity and ensure you’re supported at every milestone. Discover what makes Cornerstone different and how we’re redefining service in financial planning.
Call 605-357-8553 or email [e-mail] today to learn more or schedule a complimentary, no-obligation strategy session with an advisor.
Learn more about The Cornerstone Experience® at www.mycfsgroup.com.
Don't forget to like, comment, and subscribe for more!
CSP 671405 Exp. 12.10.25 A Behind the Scenes Look at Our Client First Practices
Gordon Wollman, MS-Financial Planning, CFP®
Founder & CEO, Cornerstone Financial Solutions
Wealth Advisor, RJFS
Jill Mollner, MBA, CFP®
Wealth Advisor, RJFS
Branch Operations Manager
Andrew Ulvestad, CFP® , AWMA®
Wealth Advisor, RJFS
Jory Flanery
Wealth Advisor, RJFS
Alyssa Ball
Wealth Advisor, RJFS
Cornerstone Financial Solutions
7408 S. Bitterroot Pl, Sioux Falls, SD 57108 | 605.357.8553
280 Dakota Ave. S, Huron, SD 57350 | 605.352.9490
This information is not intended to be a substitute for specific individualized tax, legal, estate, or investment planning advice as individual situations will vary. Please discuss these matters with the appropriate professional. Opinions expressed are those of the professionals at Cornerstone Financial Solutions and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. This information has been obtained from sources considered to be reliable, but Raymond James Financial Services, Inc. does not guarantee that these statements, opinions, or forecasts provided herein will prove to be correct.
Investing involves risk and you may incur a profit or loss regardless of strategy selected. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions.
CFP® professionals must have several years of experience related to financial planning, complete education requirements including a six-hour exam, and adhere to a strict ethical standard as set by the Certified Financial Planner Board of Standards. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered exclusively through Raymond James Financial Services, Inc. Member FINRA / SIPC. Cornerstone Financial Solutions, Inc., is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
#CornerstoneExperience #Possibilities