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Cornerstone Wealth Advisory & Insurance Services, LLC. - Erie (PA)

Address: 🏡 3910 Caughey Rd #220, Erie, PA 16506, USA
Phone : +1 (814) 315-2000
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJPyKNTvR-MogR149NDz5DzH8
#Pennsylvania

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leka uila I contacted this firm requesting assistance with a financial matter. Apparently, their policy is that they will not meet with anyone UNLESS you guarantee that you will have them file your taxes. While the receptionist was admittedly new, I was told my request would be passed along. I gave the company about a week to contact me to see if they would be able to arrange to meet with me. No contact after a week. My question...how can I assess if I would like them to handle my taxes if they cant even be bothered to have a simple meeting with me where I could get a feel for the way the firm does business. Well, guess I know how they do business since they cant be bothered to follow up on a potential new client.
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Ed Stopped by today, we were looking for the radio station and they share the same entrance. We werent sure which way and the receptionist asked if we needed assistance and gave us the directions we needed. Friendly and helpful.
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