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Cornerstone Wealth Management
Cornerstone Wealth Management: Asesoramiento financiero confiable y integral en Henderson, Nevada.
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Insurance
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Cornerstone Wealth Management: Asesoramiento financiero confiable y integral en Henderson, Nevada.
Cornerstone Wealth Management en Henderson, Nevada, ofrece servicios de seguros, finanzas y consultoría con más de 25 años de experiencia. Las reseñas destacan una planificación profesional centrada en el cliente y un enfoque integral para la jubilación, la estrategia fiscal, fideicomisos y la gestión de inversiones. El equipo, que incluye a Kyle Kirwan y Jammie Avila, enfatiza las reuniones presenciales, las conexiones personales y las actualizaciones periódicas para lograr un éxito financiero confiable a largo plazo.
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Estrategias personalizadas para la jubilación, inversiones y crecimiento de la riqueza adaptadas a tus metas.
Asesoramiento experto para reducir las obligaciones fiscales y optimizar tu cartera financiera.
Pólizas de seguro personalizadas para proteger tus activos y garantizar tu futuro.
Gestión profesional de cuentas de jubilación para asegurar un crecimiento constante y posibilidades de jubilación anticipada.
Asistencia para actualizar fideicomisos, planificación patrimonial y estrategias de legado.
Eventos exclusivos para la comunidad, como seminarios, fiestas y salidas, para fomentar conexiones genuinas.
Calificación general
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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