Press Releases



Aug 2016

Cornerstone Financial Strategies Grows by Acquisition

Tacoma, WA: Cornerstone Financial Strategies, LLC, a Tacoma-based holistic financial planning, investment, and advisory firm, announced that they acquired Frost & Company Financial Services, LLC from their parent company Frost & Company, a professional service corporation of Certified Public Accountants. The transition will allow Cornerstone to expand their client services and grow their practice. Jim Feist, CFP®, CLU® of Frost & Company will join the...

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Nov 2015

Ed Slott Press Release

LOCAL Tacoma ADVISOR Brad Berger LEARNS NEW TAX LAWS AND RETIREMENT ACCOUNT PLANNING STRATEGIES FROM AMERICA’S IRA EXPERTS Ed Slott and Company, LLC Holds Exclusive Workshop for Financial Advisors to Complete Advanced Training Tacoma, WA November 3, 2015: Brad Berger of Cornerstone Financial Strategies completed advanced technical training while attending Ed Slott’s Elite IRA Advisor Group workshop in Denver, Colorado on October 22 – October 24....

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