In Channellock's Own Words

“We started working with Cornerstone decades ago on financial consulting and estate planning.

Over time, our relationship evolved and they provided invaluable help when it came to putting our ESOP on firm financial footing.

They also came up with an innovative tax plan to help move control of the company from the third to the fourth to the fifth generation—and all without gift and estate taxes. We never could have done that on our own.

They’ve revamped our life insurance portfolio and manage liquid assets inside our Qualified Plan.

And when it comes to Human Capital Development, Cornerstone's greatest gift has been in getting my family members on the same page, which continues to keep our family business moving in the right direction.”

Bill DeArment – Channellock, Inc. Meadville, PA