Cornerstone Wealth Services

Cornerstone Wealth Services We'll care about you more than anyone that doesn't share your home or last name

Thank you to all those who have served and are serving.
11/11/2023

Thank you to all those who have served and are serving.

Happy Birthday to the person that keeps the office running! We hope you have a great day!
08/21/2023

Happy Birthday to the person that keeps the office running! We hope you have a great day!

Join us in congratulating Shawn Ezell, one of the founding partners of Cornerstone Wealth Services OKC, for his recent s...
08/15/2023

Join us in congratulating Shawn Ezell, one of the founding partners of Cornerstone Wealth Services OKC, for his recent selection for Forbes Top Next-Gen Wealth Advisors list.

We had the opportunity to attend LPL’s national conference. It’s amazing to see the results of nearly 8,000 advisors an...
08/07/2023

We had the opportunity to attend LPL’s national conference.

It’s amazing to see the results of nearly 8,000 advisors and financial partners all in the same place working toward a common goal. So proud of our team as they give 100% to get better everyday.

We also met up with fellow Cornerstone advisors and friends that work directly for LPL. We were grateful to meet face to face with the people all over the country that help us help our clients. We even got to sneak time in this crazy schedule to catch a game.

This week, we had the opportunity to speak with our congressional representative about the direct impact of legislation ...
07/26/2023

This week, we had the opportunity to speak with our congressional representative about the direct impact of legislation passed last year and some possible improvements.

We are fortunate to work with so many families and businesses in our state and will continue to advocate for common sense legislation.

I am proud to be an okie today as conversations were centered around how we can create better solutions for the families and businesses in our state.

Thank you to the National Association of Plan Advisors for organizing this event and a special thank you to the offices of Markwayne Mullin James Lankford Stephanie Bice for taking the time to listen and learn how we can all serve Oklahoma better.

🎆 Happy 4th of July! 🇺🇸🎇Today, we come together to celebrate the birth of a nation, the United States of America. On thi...
07/04/2023

🎆 Happy 4th of July! 🇺🇸🎇

Today, we come together to celebrate the birth of a nation, the United States of America. On this historic day, we commemorate the courage, vision, and resilience of our founding fathers who laid the foundation for the land of the free and the home of the brave.

Here's to the countless hours you've spent assembling toys without guides, mending stuffed animals, nervously supervisin...
06/18/2023

Here's to the countless hours you've spent assembling toys without guides, mending stuffed animals, nervously supervising as your teens change a tire, and tirelessly shuttling between work and practices. Even when everyone else is sound asleep, you're still on the job. We acknowledge and appreciate everything you do!

We would like to express our deep gratitude and respect on this significant day, Monday, May 29th. In honor of those who...
05/29/2023

We would like to express our deep gratitude and respect on this significant day, Monday, May 29th. In honor of those who have made the ultimate sacrifice, our offices will remain closed.

Join us in paying tribute to those who have given everything to protect and preserve the liberties we hold so dear.

Dive into the 3 Phases of Retirement and discover how we plan for each stage before they get here. Swipe to learn more 👉...
05/27/2023

Dive into the 3 Phases of Retirement and discover how we plan for each stage before they get here. Swipe to learn more 👉

Are you a small business owner exploring retirement plan options and tax savings? Swipe through to discover different ty...
05/26/2023

Are you a small business owner exploring retirement plan options and tax savings? Swipe through to discover different types of retirement plans that can be tailored to your unique needs. Secure your future while you build your business today! 💼📈

05/22/2023

Uncover the benefits of tax diversification. Reach out for personalized guidance today!

Optimize your small business with these key strategies. Swipe left for tips on managing your business finances more effe...
05/18/2023

Optimize your small business with these key strategies. Swipe left for tips on managing your business finances more effectively!

Address

2908 Via Esperanza
Edmond, OK
73013

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

Telephone

+14052163032

Website

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