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Cornerstone Wealth Management
Cornerstone Wealth Management: Vertrauensvolle, umfassende Finanzberatung in Henderson.
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Insurance
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Cornerstone Wealth Management: Vertrauensvolle, umfassende Finanzberatung in Henderson.
Cornerstone Wealth Management in Henderson, NV bietet Versicherungs-, Finanz- und Beratungsdienstleistungen mit mehr als 25 Jahren Erfahrung. Bewertungen heben eine professionelle, klientenorientierte Planung und einen ganzheitlichen Ansatz für Ruhestand, Steuerplanung, Treuhandvermögen und Anlageverwaltung hervor. Das Team, zu dem Kyle Kirwan und Jammie Avila gehören, legt Wert auf persönliche Treffen, persönliche Kontakte und regelmäßige Updates, um vertrauenswürdigen, langfristigen finanziellen Erfolg zu sichern.
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Personalisierte Strategien für Ruhestandsplanung, Investitionen und Vermögenswachstum, die auf Ihre Ziele zugeschnitten sind.
Expertenberatung zur Senkung der Steuerlast und Optimierung Ihres Finanzportfolios.
Maßgeschneiderte Versicherungspolicen zum Schutz Ihres Vermögens und zur Sicherung Ihrer Zukunft.
Professionelles Management von Ruhestandskonten, das stabiles Wachstum sicherstellt und Möglichkeiten für einen frühen Ruhestand eröffnet.
Unterstützung bei der Aktualisierung von Treuhandverträgen, der Nachlassplanung und Strategien für Ihr Vermächtnis.
Exklusive Gemeinschaftsveranstaltungen wie Seminare, Partys und Ausflüge, um echte Kontakte zu fördern.
Gesamtbewertung
Linda Hamilton
I've used Cornerstone Wealth Management for seven years with consistent success. I'm impressed with their professionalism and strategies, which helped my husband and me look forward to an earlier retirement. I completely trust their management of my finances. Established for over 25 years, their staff is wonderful and they organize various client events like bowling, movie nights, dinners, Christmas parties, boat excursions, Valentine's lunch, visiting the sphere, baseball games, and golf tournaments, just to name a few. I wouldn't consider another company, as I've achieved financial success and meaningful experiences with them. I rate Cornerstone A+ and five stars. Attached are photos from some events I attended.
Scott Frederick
Kyle Kirwan is an amazing financial planner. I always feel as though he has my best interests when we are making decisions together. Highly recommend
Jon Henderson
I was managing my own money in my Schwab account and I thought I was doing pretty well. I met with Cornerstone to see if I was missing anything. After hearing their proposal I turned things over to Jammie at Cornerstone and my accounts performed by double with Cornerstone and the proprietary portfolio they set me up with. I wish I would have put my money with them earlier
Crystal Giedt
My parents joined Cornerstone over 20 years ago. My dad was very knowledgeable about the market and did most of his investing through Vanguard on his own. When my dad passed last year my mom and I were a bit lost. He taught me some over the years but I was not comfortable managing their portfolio. We made an appointment with Kyle and it was more than a financial advising session he provided grief counseling. He helped us with updating the trust and making a tax plan. We had weekly appointments and transferred several funds from Vanguard to Cornerstone. The ability to see our financial advisor in person was a new concept to me! I was recently missing my dad and wanted to talk finances. I was able to schedule an appointment with Kyle and we now have quarterly updates. The personal connection Cornerstone strives for is not a gimmick, it is genuine. They truly provide a comprehensive approach to financial planning.
Laura Sanchez
We moved to Nevada from New York after our retirement. We were unhappy with our portfolio and lack of advice from our NY advisors. We attended a seminar with Cornerstone and were blown away by the knowledge and professionalism of everyone in their group. We became clients and have worked primarily with Jammie Avila, but have had dealings with almost everyone in the group. We are confident in their ability to safeguard and grow our life savings and to advise us on the best ways to minimize our tax liabilities. We have recommended them to our friends and family and would highly recommend them to anyone looking for financial planning.
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