Cornerstone Financial Services, LLC - Southfield (MI)

5 /5 Mike Bullion: Dan, Ryan & their team have been excellent to work with. Our relationship started with a referral to them for some business consulting, They have done great for my companies, and that evolved into managing my personal investments. They have been transparent, professional & strategic.

2 /5 Edith "Susan" Root-Clark: Our experience has not been so great. He has rescheduled us time and time again. I would not recommend. Thankfully we have not invested anything but time so far.

5 /5 Darren Tooley: The entire office and staff is extremeley knowledgable and provide a custom experience with their financial guidance. They consider every clients risk tolerance when providing their expert services. I have worked in the finance and lending industry for 20 years and have the utmost respect for everyone at Cornerstone Financial and value their knowledge and professionalism.

5 /5 India L.: I needed help with an old 401(k) from a previous employer and wasn’t sure what to do with it. I scheduled an appointment with Chris Leonard at Cornerstone, and he was incredibly knowledgeable and guided me in the right direction. He helped me roll over my investments based on my retirement goals, and the entire process was smooth and straightforward. Chris took the time to educate me on aspects of retirement and investing that I hadn’t fully understood before, and I left the meeting feeling much more informed. I’m looking forward to working with him in the future. Thank you, Chris!

1 /5 Ryan J: After our half hour intial call we decided to meet. We set up a 1 hour appointment for sunday afternoon because he couldnt meet during the evenings and we both work I received 2 text messages that week to confirm, that Saturday i received a email to confirm again which i did. Sunday came and no one showed up i had to call to see if he was running late. He told me they dont get text messages or email confirmations thats auro genaerated and he didnt want to drive there because he didnt hear from us during the week. I told him i replied to all confrmations not sure what else i could have done I didnt like the fact he didnt even call to say he wasnt going to show up after all my confimations and planning our sunday around this meeting. To invest a million dollars of assets i expect some kind of communication, after this wasted sunday we are going to try a different company that can show up to appointments or call if they arent going to make it.