Cornerstone Financial - Poughkeepsie (NY)

Brenda Hand We are a charitable organization and are extremely happy with the service we have received regarding the management of our investments. Our financial advisor, Steve Hicks, is outstanding with his responsiveness, knowledge and attention to detail. He is very personable, easy to work with and works hard to provide his clients with sound financial advice and guidance. Highly recommend!

NAVEED W Best in all respects.

Zone Management : )

Jessica Hartshorn Frank’s office has done our taxes for years now and we are grateful. Both my husband and I are freelancers and our taxes can be confusing but they take it in stride and charge a fraction of what our former accountant was charging us.

Brenda Haase Steve is knowledgeable and honest about financial issues. He shows concern for individual circumstances and offers valued advice. My husband and I are totally satisfied with his service and dont hesitate to recommend him as a financial advisor. Thanks Steve!!

Moshe Roth Very good and friendly service and advice