Our Firm

Alternative Investment Award - 2015
Best for Financial Planning and Retirement Planning

Five Star Wealth Manager Award - 2015
Published in RI Monthly

NABCAP Ranked Top Wealth Manager - 2012 & 2013
Published in D Magazine


Goldline Research Most Dependable Wealth Managers - 2008 & 2009
Published in Forbes

Kara Kelleter, Ranked as one of On Wall Streets Top 100 Branch Managers - 2007
Kara Kelleter is Cornerstone’s Providence Branch Manager

CIS has been nominated for [and has won] several awards. CIS did not make any solicitation payments to any of the award sponsors in order to be nominated or to qualify for nomination of the award. [The basis for each award presented on this website is provided by accessing the Internet link to the award sponsor which is available by going to the award sponsor’s icon or name shown on the web pages herein.