Cornerstone Wealth Services
302 E Main St, Streator, IL 61364
Our Take
Cornerstone Wealth Services is an independent financial advisory practice affiliated with LPL Financial, working out of 302 East Main, in the building with the city’s sesquicentennial coal-mining mural. Its website describes holistic financial planning and professionally managed portfolios built on research and due diligence, and it positions the team as a trusted partner offering objective advice. Practical tools are on offer too, from retirement and estate articles to tax resources, weekly market commentary and an online account login. That combination suits pre-retirees in particular, who benefit from someone pulling Social Security timing, pensions and investments into one plan. Hours are listed as Monday through Friday, 8:30 a.m. to 4 p.m. When interviewing any advisor, ask how they are paid, whether they act as a fiduciary on your accounts, and what minimum balance they work with.
- LPL Financial affiliated
- Financial planning and managed portfolios
- Weekly market commentary
Sources
Details are compiled from public sources and can change. Please call ahead to confirm.
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