Aye Creepn Washington PA office. I think his name was Anthony. Excellent customer service. Very professional, knowledgeable, and understanding. Made the process easy. I would definitely do business here again if needed.
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.
