find phone number Beechwoods Financial Solutions 📱?
(814) 299-7066
What Clients Are Saying Beechwoods Financial Solutions (GG)
5 /5 Laurel Booher: The building itself shows dignity and respect. It is a remodeled turn of the century bank building. Their very capable staff is there to assist you in all your financial planning needs. Highly recommended.
Martina Kubíková At least 3 years of experience and joint cooperation in completing tax returns for our foreign clients. Prompt preparation of Returns - Giving exact instruction in one email - Providing exact timescale for preparation of Returns - We receive objective recommendations.
Thank you. CEVE s.r.o.
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.
Thomas Wand Numerous programs serving the community operate out of this facility, operated and/or supported by LTM. I volunteer with the tax preparation program, VITA. LTM deserves your financial and volunteer support.