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

Karen N As a new client of SevenBridge I appreciate the attention given to my account. Chuck and his staff were very professional and made me feel comfortable with my decision.

Andy Colwell Our family has worked with John (and his predecessor Dwight) for years and were so grateful for the service theyve provided us with planning, 529 advisement, etc. The personalized care by John is unmatched - 11/10 would thoroughly and enthusiastically recommend!!

Kate Gigliotti Working with Julie has been a lifesaver for our family! Doing our own taxes and using H&R block for years before finding her, we could not believe how easy it was to get our return in a timely fashion. We were feeling very overwhelmed with multiple W2s and a new mortgage, and Julie worked with us to make sure we took advantage of every credit and got a great return. She also helped us when we received a bill for missed taxes from a previous return we had submitted with H&R block years before. She was able to take a bill for over $2000 and, through her research and diligence, prove that we only owed $85. I was so relieved! I am extremely impressed with her professionalism and attention to detail. Communication has been prompt and very clear. I would highly recommend Financial Allies!