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
To learn more about our products and services, please visit CUNA Brokerage Services, Inc. by clicking here.
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.
*Cornerstone Investment & Retirement Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Cornestone Investment & Retirement Services advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.