Cornerstone Insurance Services and Wealth Advisory

Cornerstone Insurance Services and Wealth Advisory is an Insurance Agency in North Charleston, SC. The firm provides insurance and financial planning services to individuals and families, with a focus on those nearing retirement. Services include Medicare Supplements, ACA Plans, Dental, Vision, Disability, Life Insurance, Homeowner’s Insurance, Renter’s Insurance, Flood Insurance, Car Insurance, Boat Insurance, and RV coverage. The agency also assists with estate planning documents such as Wills, Durable Powers of Attorney, and Living Wills. They serve clients across the Lowcountry and upstate SC, as well as parts of North Carolina and Georgia.

Cornerstone was established in 2007 by a group of individuals aiming to provide retirement resources for mature Americans. The agency is affiliated with more than 150 different A+ rated insurance and investment companies, allowing them to compare rates and find plans that fit specific health, financial, and age requirements. Their team consists of over 60 representatives who are available to meet clients in their homes or in office meeting rooms. The corporate office relocated to a large business complex in North Charleston in the fall of 2017, which enabled the addition of multiple meeting rooms and conference rooms for client consultations. The firm also specializes in helping sports professionals and entertainers with wealth management and preservation strategies.

Cornerstone emphasizes community involvement, donating tens of thousands of dollars annually to local causes such as scholarships, school supplies, cancer research, food drives, and disaster relief. In 2017, the organization was named the Better Business Bureau’s Torch Award for Ethics winner. The company’s efforts and ethics have been recognized in Financial, Money, Fortune, Forbes, and Bloomberg magazines. The team operates with core values of client service, integrity, and teamwork, providing training and support to ensure high standards of service.

Cornerstone Insurance Services and Wealth Advisory combines extensive carrier partnerships with a strong ethical reputation to serve the financial planning needs of North Charleston and the surrounding region.

BizScoreAI gives Cornerstone Insurance Services and Wealth Advisory a Performance score of 75 out of 100. This score measures how quickly the website loads, which keeps visitors on the page. It is also one of the factors search engines use in ranking.