Cornerstone Advisors, Inc.

Company Overview

Cornerstone Advisors’ multidisciplinary team brings financial services consulting expertise with an inside perspective that comes from having worked alongside banks, credit unions and fintechs for nearly two decades. We develop and implement strategies that prepare our clients
for industry changes shaped by evolving technology innovations, regulations and consumer channel preferences and expectations. Our independent insights along with our proprietary Insight Vault data, research and benchmarks offer a unique view that help our clients stay competitive and excel in today’s financial services industry.

Services Provided

Contract Management/Vendor Negotiations
Strategic Planning


Barry Katzen

7272 E. Indian School Rd. #400
Scottsdale,  AZ 85251