We are committed to setting the standard for professionalism, quality of service, and advice for individuals and businesses seeking assistance with their unique financial situations.
We strive to take excellent care of our clients, creating long lasting relationships. Trust is a cornerstone. It is earned, not given, and we value the relationships we develop with our clients, their families, and businesses.
Experience and knowledge are imperative in rendering sound financial advice and guidance.
Flexibility is key in tailoring solutions for each client's unique financial situation.
Clear, concise language is imperative when guiding clients through the financial planning process; from the beginning of the relationship, to implementation, and monitoring of their progress.
The wealth of information available on this website will assist you in gaining a better understanding of the personal financial planning process and its main components:
v Estate Planning v Life, Disability, and Long-term Care Insurance v Financial Planning* v Stocks, Bonds, Brokered CD’s, and Mutual Funds* v Qualified Retirement Plans (401k, 403b, etc.)* v Traditional, Roth & Rollover IRA’s* v Fixed and Variable Annuities*
Our Locations:
2280 45th Street S 2112 North 12th Street Fargo, ND 58104 Bismarck, ND 58501 701-364-9659 701-751-4608 1-888-297-2100 1-800-279-0068
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Contact Us
2112 N 12th St.
Bismarck, ND 58501
Phone: 1-800-279-0068
Fax: 701-751-3496
*Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Cornerstone Financial Group is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. Cornerstone Bank is not affiliated with Sagepoint Financial Inc., and Cornerstone Financial Group. Not FDIC insured - No Guarantee - May Lose Value.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
This communication is strictly intended for individuals residing in the states of AZ, FL, IA, MN, ND, NJ, NM, OR, SD, TX, and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.