Cornerstone Wealth Services

Cornerstone Wealth Services is a financial services firm in South Bend, Indiana that offers a wide range of services, including tax strategies, retirement planning, college savings, lifestyle considerations, kids and money, estate and legacy planning, mortgage, and insurance. The firm is committed to providing clients with the best possible financial advice and services, and takes a personalized approach to financial planning, taking the time to understand each client's individual needs and goals. Cornerstone Wealth Services is a member of the Financial Planning Association and the National Association of Personal Financial Advisors, and is also accredited by the Better Business Bureau.