Cornerstone Investment Management & Consulting, Daphne, Alabama
Financial Planning Service
Welcome to Cornerstone Investment Management and Consulting, LLC
Mark Davidson, Scott Koser
Fee Only Investment Advisors working differently
Fee only or Hourly
Fee Only Investment Management
Hourly Financial Planning
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Fee Only Investment Management
Financial Planning Service
Cornerstone Investment Management & Consulting
The process to begin working with Cornerstone is simple and straightforward, and you are under no obligation until you engage us for our services.

First, download and complete our Client Questionnaire.

Next, fax it back to us at 251-626-6759. When we receive your completed questionnaire, we will schedule an appointment either in our office or over the telephone.

As part of our review and discussion, we will together decide whether Investment Management or Investment Consulting is the most appropriate option for you.

Remember, there is no cost or obligation until we provide you a guaranteed estimate and you agree to it in writing.

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Cornerstone Investment Management & Consulting, LLC, 809-C Daphne Avenue, Suite 102, Daphne, Al 36526. Fee only investment management, hourly financial advice or planning. Cornerstone is a Registered Investment Advisor (RIA) registered with the U.S. Securities and Exchange Commission (SEC) and based on the Eastern Shore of Mobile Bay in Daphne, Alabama. For more information about our firm, or to receive a copy of our disclosure form ADV, please email us at info@csimac.com, or call 251-626-6292.