5 /5 Dominic Scalice: Kelsey was very nice and professional answered all my questions was in and out in less than 20 minutes!
5 /5 Travis Griffin: Quick and easy. Took less than 15 mins in the office for them to help me. Kelsey was very kind and was able to get me in and out quickly. Would recommend to anyone in a pinch.
5 /5 Tonya Helsel: Was very friendly and understanding.Did a wonderful job on helping me and my family.
5 /5 Jeffery Bickel: The service and staff was excellent. Everything was explained clearly. It didnt take long for the whole process.
5 /5 Robin Burns: They did an amazing job today! They went beyond on what I need. Thank you
Tom Foor I have been involved with this group for many years. They have done a fine job with our portfolio. All of their employees are friendly, courteous, and professional. They explore every avenue to find you the best investments available.
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.