Mercer County Community FCU - Sharon (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.

Colton Peters These advisors have made it hard to contact them, withdraw money, and manage/close accounts. They make it hard to get back your money

Jose Perez Very friendly receptionist! She really made my day :)

Mary Lyons I contacted a number of companies in regard to an IRA Annuity and CF Advisors suggested an annuity that got me significantly more income per month guaranteed for life. I strongly recommend Eric Kearsh as an advisor. Eric is dedicated to finding the best solution and his knowledge goes beyond financial solutions. There was a problem with the transfer of money but Eric kept on it until it was resolved. Eric also found a money market account that pays more interest without committing to keeping a huge balance in the account. It is hard to find a company that cares about their clients these days but CF Advisors is first class in my opinion. 50 stars!