Cornerstone Portfolios - Allentown (PA)

5 /5 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.

5 /5 Sheri Hernandez: The team at Cornerstone is knowledgeable, welcoming, and attentive to your personal needs.

5 /5 Thomas A Russo Jr: I recently started working with Cornerstone Portfolios and have been thoroughly impressed. Unlike larger firms, their personalized approach is a breath of fresh air. Rich Fogal took the time to truly understand my financial goals and clearly explain every step of the planning process. Their communication is outstanding – always transparent and easy to understand, turning complex financial jargon into simple terms. I appreciate their responsiveness and the genuine care they show for my financial well-being. If youre looking for a financial advisor who offers dedicated personal service and clear guidance, I highly recommend Cornerstone Portfolios. Theyve significantly helped me feel more confident about my financial future

5 /5 Annette Sutton: I attended a seminar through this company on Medicare and signed up for an appointment. I meet with Luke and Ryan on several occasions and they helped guide me through the process. Luke took the time to explain everything to me in detail and explained my different options. I greatly appreciate the time and devotion they spent on my applications and going the extra mile to set up my payment schedule. I would definitely recommend Cornerstone Portfolio to my friends.

5 /5 Lily Dusza: Excellent service and a great experience overall. Highly recommend!