Welcome to Cornerstone Financial Solutions, Inc.
Aiming for Your Financial Success
*The rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities. Award received 2009, 2011, 2013 and February 2014.
Raymond James 1099 Mailing Schedule
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Raymond James will begin mailing IRS forms 1009-R and 5498 on Monday, February 2.
Composite statement of 1099 forms will be mailed beginning Tuesday, February 17.
Amended retail 1099s and those delayed due to specific holdings will be mailed beginning March 2. If your 1099 is delayed, please consult your tax advisor about requesting an extension with the IRS. Learn more about Amended and Delayed 1099s.
Fresh from a year in which the unexpected occurred in the market, financial advisors are helping clients navigate through the challenging financial environment.
What to do? According to Barron’s.com, "One good idea: Follow the leaders. We pay especially close attention to the No. 1 advisors in each state, laying out their strategies and investment picks in a series of profiles."
Gordon Wollman has one focus when working with you: your success. That’s precisely what he aims for. And with his financial knowledge, you can define and plan to achieve your goals. Gordon, an Investment Advisor Representative with Raymond James Financial Services, Inc., offers comprehensive financial planning. Gordon can help you retain more investment income and help reduce income taxes. He keeps the big picture in mind while scrutinizing your portfolio’s performance. Call him today, and find a financial advisor "Aiming for Your Success!"
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Estate & Charitable Planning Services – Estate and charitable giving planning are intricately intertwined in that they both address how your assets will be distributed. The highest priorities of most people often include providing for their families and supporting charitable causes they believe in. Prudent estate and charitable giving plans can help you accomplish both.
* No investment strategy can guarantee a profit or protect against loss in periods of declining values. Please note that individual situations can vary.
280 Dakota Ave. S., Huron, SD57350 Phone: 605-352-9490 Fax: 605-352-5429 Email: firstname.lastname@example.org
224 N Phillips Ave, Suite 102, Sioux Falls, SD 57104 Phone: 605-357-8553 Toll Free: 866-357-8553 Fax: 605-357-9285 Email: email@example.com
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