Thomas Laubscher My wife and I have been clients since January 2023 and have been completely satisfied with Cornerstone Portfolios. We were with another financial planner for many years and were unsure of making a change to another company but Im glad we did. Dave analyzed our financial situation and made some great recommendations. We are retired now, and we have great investments that have increased steadily in value while providing protection against loss in a declining market. Dave is always available for any question or concerns we may have. No pressure always.
Tom Great bank to do business with, except the lobby at the 25th street branch in palmer twp , PA is extremely slow. Like very slow. And theres one teller, Peggy, has a major attitude problem. Shes always doing something on her phone or eating something other then her job.
She kind of acts like shes annoyed because youre there.
Everyone else there is very nice and efficient.
