Pat Antonio Ea - New Castle (PA)

John U I was connected to Dave through a friend and he has done a great job on my taxes for years. He takes the time to meet in person and discuss the intricacies with me. Extremely knowledgeable and personable. Highly recommended.

Jen Fay We have used Lisa and her team for several years to do our taxes. She is efficient and well versed in tax law.She is quick to respond to questions and goes above an beyond. She assisted us with an audit by the IRS after filing and helped us fill out necessary paperwork. We moved 3 hours from where her business is located and continue to still utilize her services.

Catherine Sanchez Thank goodness for you being close by..,Thank you!

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.

Bev Auslander Outstanding service and financial planning at its best !!! Paul and his staff are extremely knowledgeable and very friendly and informative

Aaron S Both of my wifes parents passed away in December 2020. The Second Half Coach went to extraordinary lengths to see that we received the money that was left to us. The are very professional, and came up with out of the box solutions to overcome complex will/trust issues.

Tina Cunningham The expertise of John Coleman and his assistant Lisa are exemplary. They were extremely astute to my needs and treated me with the utmost respect. Upon entering the office my husband and I were warmly, sincerely greeted by the front desk executive who ensured we were comfortable while waiting to meet with our financial advisor. The entire process of meeting with our financial advisor John Coleman was very comfortable and I would highly recommend him and his assistant Lisa to anyone for financial management and investment planning. Extremely trustworthy and knowledgeable.........