D.A. Davidson - Aberdeen (WA)

Mike Hines We are more than pleased with this firm. Outstanding representation and value. My wife and I are so happy we made them our planners. I would happily recommend Cornerstone to anyone who is looking for help in their financial planning. If you are looking for a highly competent, professional, and friendly firm with outstanding integrity then look no further.

Oanh Nguyen Knowledgeable staffs , the best financial advisor ....I feel at peace with my pofolio that he created for my retirement.

Lena Adams It was great and friendly and quick I did not had to stay all day , thanks.

kat91175 We met Joe through Dave Ramsey smartvestor pro search. He truly has a heart of a teacher and has his clients best interest in mind. Investing can be super confusing and complex. He simplifies everything so regular people can understand it. We have been with him for years. I always feel better about our financial situation after meeting with him.