Editors Note: I handed the reins of this Independent Insights over to one of our newer team members, JP Cavaliere, a Senior Consultant focusing on our institutional clientele.
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A buddy of mine texted me last Friday night to ask if I knew that my wife has some unclaimed property held by the state of Pennsylvania. Sheer lockdown boredom led him to unintentionally uncover a nerdy little secret I have.
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Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services are offered through Cornerstone Advisors Asset Management, LLC. Cornerstone Institutional Investors, LLC is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship. Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC are independently owned and operated
