Whitford Financial Planning - Exton (PA)

DAWN DREBUS Long time customer for over 25 years. Very happy with their great customer service, always quick and efficient! Frank and Janice are wonderful employees!!

Tom B My wife and I were able to get accounts open without any headache. Jake was easy to work with and communication with him as been a joy over the last few years. Highly recommend.

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.

Danielle Moore I was looking for a very specific vehicle, found it online at Spitzer, my family and I drove 5.5 hours to purchase this vehicle and I am so glad we did. Stef Sprague was amazing to work with and the entire team made us feel so comfortable! I highly recommend!