Investment & Retirement Services
How is your financial health?
Experiencing a life change, such as getting married, having a child, or receiving an inheritance may prompt you to consider your financial health and future. From a simple 401K rollover to estate planning, or the protection of life insurance, we’re here to help.
Cornerstone Community FCU partners with Cornerstone Investment & Retirement Services, offering competitive rates through various investment products to meet your individual need. David Goldpenny, our in-house Financial Advisor, is now accepting appointments for a complimentary, no-obligation review of your financial health.
David H. Goldpenny, CRPC®, LUTCF®
Vice President, Wealth Management
716)434-2290 ext. 3048
When it comes to making decisions about your financial future, you want a partner; an experienced, knowledgeable advisor who takes the time to understand your family’s unique needs and goals. That’s the Cornerstone Investment & Retirement Services way. With over 25 years experience in the financial services industry, contact Dave Goldpenny today for a consultation:
- 401(K) Pension Rollovers
- Retirement Planning
- Education Funding
- Mutual Funds
- Life Insurance
- Long-term Care Insurance
- Wealth Management
Check the background of investment professionals on FINRA Broker Check.
Schedule your Financial Health Review Today!
Please complete the form below to schedule your complimentary, no-obligation, financial health review.
Non-deposit investment products and services are offered through CUSO Financial Services, L..P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.