Information Request

In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. Our extensive library of financial articles and reference material is broken down into six areas.

In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long-term care, write long-term care in the text box next to Risk Management.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will prepare you a package from our library. All information will be kept confidential.

» Required Fields



Information Request


Risk Management - Specific topic of interest:
Cash Management - Specific topic of interest:
Investment Planning - Specific topic of interest:
Retirement Planning - Specific topic of interest:
Estate Conservation - Specific topic of interest:



Contact Information


» Full Name:
Address:
City:
State:
Zip:
Phone:
» Email Address:
Any additional information to consider as we process your request?
Enter Text In Picture Below. Do not include spaces.
        
Cornerstone Financial Group
2112 N 12th St.
Bismarck, ND 58501
Phone: 1-800-279-0068 Fax: 701-751-3496
www.cornerstonefinancialgroup.net

 

 

*Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor.  Cornerstone Financial Group is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.  Cornerstone Bank is not affiliated with Sagepoint Financial Inc., and Cornerstone Financial Group. Not FDIC insured - No Guarantee - May Lose Value.

 

 

 
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

   

This communication is strictly intended for individuals residing in the states of AZ, FL, IA, MN, ND, NJ, NM, OR, SD, TX, and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

 

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