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Business Profile

Retirement Planning Services

Cornerstone Retirement Partners, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(616) 301-2581Write a Review

About

Overview

Cornerstone Retirement Partners, Inc.

2900 Charlevoix Dr SE

Suite 310

Grand Rapids, MI 49546-7085

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BBB Accreditation & Rating

Cornerstone Retirement Partners, Inc. is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Individual: portfolio management, retirement financial services, 401(k) roll-overs, Roth conversions, health insurance, Medicare planning, life insurance, long term care insurance

 

Cornerstone Retirement Partners, Inc. states they offer retirement planning services

BBB Accredited Since: 4/15/2003

Years in Business: 32

Products and Services

This company offers retirement planning, income planning and healthcare planning.

Business Details

Local BBB:
BBB of Michigan
BBB File Opened:
3/12/2003
Business Started:
1/1/1994
Business Started Locally:
5/1/2003
Date of New Ownership:
5/1/2003
Business Incorporated:
10/23/2002
Type of Entity:
Corporation
Business Management:
Taylor DeWitt, Administrative Assistant
Nolan Goslee, Owner
Number of Employees:
9

Additional Contact Information

Principal Contacts
Mr. Robert R. Courser, Owner
Customer Contacts
Mr. Robert R. Courser, Owner
Mrs. Nancy Courser, Managing Partner
Taylor DeWitt, Administrative Assistant
Fax numbers
Primary Fax: (616) 301-2593

Additional Information

Refund and Exchange Policy
Does not apply
Other Resources
Michigan Department of Insurance & Financial Services (DIFS)
530 W Allegan Street, 7th Floor
Lansing MI 48933
Phone Number: 877-999-6442
https://www.michigan.gov/difs/about/contact-info
[email protected]
Business Categories
Retirement Planning Services, Financial Services, Tax Consultant, Financial Planning Consultants, Life Insurance, Financial Consultants, Investment Security, Medicare, Long Term Care Insurance, Senior Insurance, Disability Insurance, Wealth Management

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