Cornerstone Financial Strategies - Reading (PA)

Paul Plamondon My husband and I have been working with Spencer Harrison from McAdam over the last 4 months to piece together a reliable approach to investing our retirement funds. Spencer exceeded our expectations. He is knowledgeable, considerate, thoughtful, thorough, patient, reliable and an absolute delight to work with. He made the entire experience go from overwhelming to easily manageable. He listened to what we had to say and he and his McAdam team built an investment strategy that resonated with us and aligned with our stated goals and needs. I give Spencer Harrison and McAdam Financial my highest recommendation.

Carl Apel We have been using Secure Money Advisors for over five years. They really understand the retirement phase of life. Each approach is customized individually to your needs; no cookie cutter approaches here. Brian, And Neil are outstanding. The customer support provided by Maggie and her team is second to none. To put it simply, they are simply the best!

Chad McKaskle They are a pleasure to work with!

Richard Joseph The most helpful insurance company Ive ever dealt with.Great customer service. Clear about pricing and no hidden fees. I would recommend this to anyone of my friends or family.