Cornerstone Portfolios, a leading financial advisor and asset management company with over 35 years in the financial services and health sector, recently expanded it’s service area in the Lehigh Valley of Pennsylvania. The move was made to accommodate the Lehigh Valley’s rapid growth and further increase availability of solid Medicare benefits services to the senior age group which often has difficulty finding good information and advisors. Cornerstone has been hiring and training knowledgeable Medicare Insurance benefits specialists who can provide answers to people’s questions and concerns with real knowledge and better solutions.
This has largely been made possible due to the acquisition of new advisors Luke Laubscher and Bruce Comly, who are trained Medicare specialists. Comly began working for Cornerstone in 2021 and Laubscher started with the company in 2022 after having worked in Medicare field for another large Medicare company.
In addition to the financial advisory, asset management, and investing services offered by Cornerstone Portfolios, the company’s expanded services provide a comfort level extending from Medicare to other areas of financial services expertise that many local residents have come to trust over many years.
“We’ve done local seminars on Retirement, Social Security & Medicare for many years now. Many of our clients want to place everything related to their retirement in the hands of one trusted company. It’s more efficient that way and provides a rapport and trust level not often found when dealing with multiple companies,” said Cornerstone Portfolios principal and chief advisor David Guensch.
The expansion also suits Cornerstone’s growth strategy which has been a key financial and retirement services specialist in the Valley since the late 1980’s. Cornerstone Portfolios realized the need to get the word out about their Retirement and Medicare reputation to more people. Principal Dave Guensch found that a lot of the people he was talking to at seminars he hosted were people needing good advisement and information on Medicare, which often later leads to further consultations about finances and asset management once clients immediate needs are met with the best Medicare plans available to them.
“The decision to expand our Medicare presence into the Lehigh Valley was an important step in our growth strategy,” said Dave Guensch principal of Cornerstone Portfolios. “The area is growing rapidly with many people moving here for jobs in the healthy, booming regional economy. And many of these people have families nearby who are retiring in the Lehigh Valley. We provide them with real expertise, better service, and the opportunity to consolidate their financial and health needs to one convenient place.”
Cornerstone Portfolios specializes in helping local people and business owners in the Lehigh Valley. To attend one of Cornerstone Portfolios free informational workshops visit the Lehigh Valley Retirement, Social Secuirty, and Medicare Workshops page to obtain the next date. Those interested may also call 610-973-5334 to speak with one of Cornerstone’s team to set up an individual appointment, get more information, or receive answers to any specific questions.
Cornerstone Portfolios LLC
6201 Hamilton Blvd #209