Cornell Asset Management - Sarasota (FL)

5 /5 nancy n: Jacob is a stellar human, whom I trust more than any financial advisor I have ever worked with! He was a brilliant analyst even in high school, with such a strong vision of sharing success with others. I never met such a bright young man with such a solid and strong character! Now that I work with him, I’ll never look back at all the disappointing experiences I had with the big institutional advisors. I’m never worried about what the market is doing, because Jacob performs so well throughout; he truly understands my risk tolerance and income needs. He has my holdings well diversified, with limited downside risk, and with guaranteed income for retirement. He spends as much time as needed, to make sure I understand everything and make informed strategic decisions, all stress-free. The people that find Jacob will have a trusted advisor for life, and for the next generation, too! 10*++!!

5 /5 Lisa F.: Jacob is extremely helpful with his knowledge of social security benefits and retirement planning. We highly recommend Jacob as a financial planner and for asset management.

5 /5 Lisa Eding: Jacob review We met Jacob Cornell at a free Social Security seminar sponsored by State College of Florida. It was very informative and worth our time. We were so impressed with Jacob’s knowledge and presentation that we made an appointment to meet him. We were interviewing for a new financial adviser as our current one clearly did not have our best interest at heart. Little did we know attending that community class would lead us to a true financial professional. He is responsive with our calls and meets with us regularly. I referred him to my sister who recently lost her husband and needed someone to guide and counsel her finances, she has found his advice invaluable. If you want a financial advisor who will listens to your financial & life goals and will help you achieve them, Jacob is your fiduciary advisor.

5 /5 Susan Wilgor: We feel very fortunate to have Jacob at Cornell Asset Management as our financial advisor for the past 3 years. Jacob has managed our funds well in order to give us piece of mind as we head into our retirement years. His financial approach and strategy has benefitted us thru the ups and downs in the market. We truly appreciate how he goes into the details of our portfolio, making sure that we understand everything while keeping our needs now and in the future clear to us. Jacob and his family are truly kind and passionate about helping everyone achieve their financial goals. We highly recommend Cornell Asset Management to anyone looking for an honest and highly regarded advisor.

5 /5 Darlene Frisicaro: Our experience with Jacob and his staff has exceeded our expectations. Initially, we discussed our goals which he has followed to the letter. Jacob explained the many possible multiple financial instruments available to us and helped us choose according to our needs. In the two years since our initial contact, he has always been very prompt on getting back to us with any questions we have had. Most impressive to us has been ability to come across as a gentleman, his pleasant and kind demeanor, along with his obvious desire to be of help. We would recommend the Jacob Cornell Group without hesitation.