Michelle Carlson

Chief Experience Officer at Cornerstone Financial Solutions, Inc.

Role: Chief Experience Officer at Cornerstone Financial Solutions, Inc
Location: Sioux Falls, SD, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Chief Experience Officer
Cornerstone Financial Solutions, Inc
Feb 2016 — Present · Sioux Falls, SD, US
For important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section.Cornerstone Financial Solutions, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC.

Contact information

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Current company

Cornerstone Financial Solutions, Inc

Financial Services · 12 employees · Founded 1993 · Sioux Falls, South Dakota, United States

If there was one word to sum up who we are at Cornerstone Financial Solutions and what we believe in, it’s POSSIBILITIES. Our clients often come to us in the beginning because they don’t know what’s truly possible for their wealth, their lives, or for the lives of the people they love. We believe you’re made for more and that you don’t have to settle for the status quo. So, we work together to develop what we call a CORNERSTONE PLAN covering all 5 areas of wealth management, so nothing falls through the cracks. Choosing who to trust with your wealth management is a big deal, that’s why we have a team available to help you. More team members mean a broader scope of knowledge, information, and multiple minds for you to access at any given time. One of the greatest compliments we hear from our clients is how comfortable and close they feel with all the members of our team. We truly believe this is made possible by our team’s unique collaborative bond, ability to work together for your benefit, and that it isn’t just about your portfolio. 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

mycfsgroup.com

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