Michael Mcguire - TIAA Wealth Management Advisor - Ithaca (NY)

Dave Chapman Working with Dan and his team is always easy. They have strong advice across a wide range of topics, and their guidance is always valued. They are professional, quick to follow up, and are a pleasure to deal with. Would strongly recommend!

Scott Carlton Jeff has been managing our money for over 12 years. We really enjoy his monthly newsletter. He breaks down the market and investing principles in terms that are easy to understand. We also value his responsiveness. He always promptly returns my emails or calls and is happy to answer any questions that I may have. I appreciate that he is fee-only. I have used commission based planners in the past and I always wondered whether they had my financial best interest in mind or if they were married to a particular fund or security based on the commission that they would receive if they sold it to me. I love not having to wonder with Jeff. I recommend him without reservation and in the highest possible manner.

Sherri Downey I would recommend him to everyone

Dennis Saporito Carmen has been very helpful to me and my family going well beyond expectations. She is experienced and knowledgeable and does not mind helping as navigate the healthcare space.

Primo Sabotic I want to express my gratitude to Cornerstone Capital for the outstanding service they provided during my loan process. Especially, Sean and Cristina are highly skilled in what they do. Their professionalism and attention to detail were commendable. Thank you so much for your help and hoping to work with you in the future.