Crossroads Financial - Dickson City (PA)

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.

Lee S. Completely misleading! They aren’t associated with the ‘Wells Fargo Bank’ or ‘Wells Fargo Mortgage.’

David D Sinclair The girls are awesome sharp and on the ball

John Harris They have been doing my taxes for years. They explain everything and make suggestions on how to make sure you pay as little as possible on taxes or get the return you want.

Jeffrey Bundy Where is this place around me