Business claimed
Last updated: Over a year ago
Listed in:
Investment Services
,
Financial Planning
About Cornerstone Financial Management
CornerStone Financial Management was formed in 2014 as a means to provide independent advice to families, individuals, and businesses throughout the midlands of South Carolina and the state of South C Go to full description...
Contact information
Phone numbers
Fax numbers
8037446123
Business hours
M-F 8am-5pm, Sa-Su Closed
Business website
Additional business details
Email address:
robert.templeton@lpl.com
CornerStone Financial Management was formed in 2014 as a means to provide independent advice to families, individuals, and businesses throughout the midlands of South Carolina and the state of South Carolina and beyond. Wealth Management Advisor Robert Templeton has developed an expansive footprint with clients in serving the needs of both Corporate and Rural America. Robert is relationship centric and utilizes a core focus on developing strategic financial plans with each client as an individual. With access to independent advice, and more than 20-plus years of industry experience, and an energetic team, Cornerstone Financial Management seeks to glorify God by providing sound financial advice and management for each individual client based on their specific situation, goals and objectives. We strive to provide advice that’s consistent with a high level of ethical standards as well as consistent with what we believe to be a biblical model for financial management.
Services:
Financial Planning, Risk Management, Medicare Supplement, Investment Management, Retirement Planning, Distributions and Rollovers
Year Established: 2014