Retirement Planning You Can CAN Build Upon.
Your Consultant for All
Financial Matters
We pledge to do everything possible to help you consider and include all the many components that are integral to a successful retirement plan today, including generating reliable retirement income, optimizing Social Security benefits, choosing the best Medicare plans, mitigating retirement income taxation, and ensuring you have the right insurance coverages in place for the unexpected. Retirement is an important time of life that you must get right. Let Cornerstone Wealth Advisors help you.
Independent Financial Advice
Cornerstone Wealth Advisors proudly serves southern Louisiana and Mississippi residents from our office in Mandeville directly across the lake from Greater New Orleans. We are an independent fiduciary advisor providing strategies from a large universe of financial companies, and our focus is on giving you unbiased advice and options. Mike Levy is an accredited Chartered Retirement Plan Specialist with decades of experience, and our firm offers pre-retirees, retirees, teachers and federal employees help with their customized retirement plans.
Meet Founder Michael Levy
Michael Levy is a seasoned financial professional with more than 40 years in the financial services industry. He understands the concerns of people in our age bracket; he was hired in 1976 by Merrill Lynch, trained in the home office in New York, took the Series 7 securities exam at New York University and became a registered securities broker with the New York Stock Exchange in 1977. The fact is that preserving retirement resources is one of the most important aspects to a successful retirement. Michael takes a laser-focused approach to retirement and has ushered clients through 9/11, the 2008 recession, and the current pandemic.
