Cornerstone Financial Services

Cornerstone Financial Services Cornerstone Financial Services is here to assist in your investment and insurance needs. Cornerstone Financial Services, LLC.

As the grandson of Percy Moody of Moody's Diner, Allan Beck has had the
desire to serve others by providing excellence in service. Allan started his
career in the financial service industry with Prudential in 1988. After spending
almost a decade with Prudential, Allan made the decision to start his own
company, Cornerstone Financial Services, LLC. In 2017, Cornerstone purchased the property at 816

Atlantic Highway in Waldoboro. Since the purchase of the new office Allan has expanded the team to 5 more
members: Aaron Beck, David Bellows, Maria Solorzano, Heather Long, and Mark Wassink. Our team here at Cornerstone specializes in financial planning, life
insurance, Medicare and individual health insurance. Cornerstone Financial Services, LLC are Independent Insurance Brokers and we are not affiliated with Medicare or any other government agency. By contacting us, you will be connected with a licensed insurance agent. Currently represent 8 organizations which offer 59 products in your area. You can always contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) for help with plan choices. Availability of benefits and plans varies by carrier and location, deductibles, copays and coinsurance may apply. Plans purchased after initial enrollment period are subject to eligibility requirements. Insurance products are offered through the insurance business Cornerstone Financial Services, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Cornerstone Financial Services, LLC. are not subject to Investment Advisor requirements. Cornerstone Financial Services, LLC is not affiliated with the U.S. government or any government agency. Our firm is not affiliated with the U.S. government or any governmental agency. Investing includes risk, including the potential loss of principal. 03018731 - 1/26

09/02/2026
Today is a great day for all you horse lovers! Please, stop by our tent and see us.
09/01/2026

Today is a great day for all you horse lovers! Please, stop by our tent and see us.

Today is the 30th Annual Woodsman’s Day at the Windsor Fair! Don't forget to stop by our tent and say 'Hello!'Our offic...
08/31/2026

Today is the 30th Annual Woodsman’s Day at the Windsor Fair!
Don't forget to stop by our tent and say 'Hello!'
Our office is still open at our Waldoboro location.

We are at the fair all week. Stop by and say hello!
08/30/2026

We are at the fair all week. Stop by and say hello!

Today is Opening Day! We always look forward to seeing everyone. Enjoy the fair!
08/29/2026

Today is Opening Day! We always look forward to seeing everyone. Enjoy the fair!

See you at the Fair!
08/28/2026

See you at the Fair!

You don't need to be a millionaire or retirement age to come see us. We work with all ages and income levels. Let us he...
08/27/2026

You don't need to be a millionaire or retirement age to come see us. We work with all ages and income levels. Let us help you map out a future!

Who is excited for the fair? I know we are! Look for us at our tent. We'd love to see you!
08/26/2026

Who is excited for the fair? I know we are! Look for us at our tent. We'd love to see you!

Educate yourself on how to protect yourself against the onslaught of scams. Our own Maria will be presenting on October ...
08/25/2026

Educate yourself on how to protect yourself against the onslaught of scams.
Our own Maria will be presenting on October 7th on Medicare Scams. This series is free.

Address

816 Atlantic Highway
Waldoboro, ME
04572

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Cornerstone Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Cornerstone Financial Services:

Shortcuts

Share

Category