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
