Planning for your future doesn’t have to be painful.
As a service to Cornerstone members, our in-house INVEST financial advisor, Chrissy Ward, offers complimentary consultations. Whether it’s about retirement, investments or insurance, Chrissy will develop a customized plan based on your specific financial and personal goals. Chrissy is noted for her long-term relationships with Cornerstone members because once you’ve both determined a plan, she’ll be monitoring and assessing the plan’s success and making recommendations accordingly.
About Christina A. Ward
Professional Qualifications and Registrations
Important Consumer Information
This site is for informational purposes only and is not intended to be a solicitation offering of any security and;
1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and theBD or IA they represent
(a) satisfy the qualification requirements of, and are approved to do business by, the state; or
(b) are excluded or exempted from the state’s licensure requirements.
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(a) effecting, or attempting to effect, transactions in securities; or
(b) rendering personalized investment advice for compensation.
INVEST Financial Corporation (INVEST), member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with Cornerstone FCU or other entities named. Products are:
~Not FDIC or NCUA insured ~ Not Bank or Credit Union Guaranteed ~ May lose value including loss of principal.
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