The Cornerstone Group - Ameriprise Financial Services, LLC - Daytona Beach (FL)

Terri Huerta Dirinda truly cares about her clients and it shows. She is very professional, honest and ethical. I recommend her without question.

Andrew Kocisky Dear Phillip, Thank you for your review. Accounts are immediately locked upon receiving transfer notification from the receiving firm, disallowing such action to occur. Investments that cannot be held at the receiving firm are then automatically sold and cash is transferred. This is standard industry practice. Best wishes to you and your family. Thank you, Andrew

Diana Husband I was looking for a fiduciary to do a spot check on my finances and John was the absolute perfect person for the job. He was incredibly prepared, knowledgeable, and provided me very actionable advice and his perspective on where my finances stood, and items I could improve. He provided me the foundation I needed to understand some of the financial principles and helped me understand how to use the tools available to my advantage. His time and skillset was well worth the money and I would absolutely recommend him to anyone and plan to use him again in the future.

Thomas Dzielak Greeted as soon as I walked in the door and asked what services I needed handled. Was just cashing a check. Melissa was my teller and she did a wonderful job. Felt secure because she asked for my identification and verified my account # etc. she was very professional and friendly. The kind of people you like to deal with on a daily basis . there were plenty of parking spots available as well.

Karyn Morgan My experience with Chuck Chucri as my financial planner has been amazing! His knowledge and expertise is top notch! I highly recommend him to manage your investments! Chuck treats his clients with the utmost respect, and is always available for your every question and concern. His guidance has grown my investments exponentially. He treats you as family, and in todays world, that speaks volumes! Thank you and your beautiful family for all you do! I look forward to many years of collaboration!

Janna Laird David and his staff went above and beyond to help my husband and me. David was always available to help us and he made sure we were knowledgeable with what we were discussing. I highly recommend David to help you with whatever your credit needs may be.