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CORNERSTONE Comprehensive Wealth Management
CORNERSTONE Comprehensive Wealth Management: gestion fiduciaire, stratégie de retraite claire, tranquillité d'esprit durable.
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Business
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CORNERSTONE Comprehensive Wealth Management: gestion fiduciaire, stratégie de retraite claire, tranquillité d'esprit durable.
à Reno, CORNERSTONE Comprehensive Wealth Management offre des conseils patrimoniaux fiduciaires. Les clients décrivent l'équipe comme professionnelle, honnête et très réactive, avec Curtis et Jeff qui proposent une planification de la retraite claire et des conseils proactifs. La firme met l'accent sur l'éducation et des stratégies axées sur le client pour naviguer sur les marchés et aider à garantir une retraite confiante et rentable.
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Des stratégies personnalisées pour maximiser les rendements et sécuriser votre avenir financier à la retraite.
Gestion experte des investissements, y compris la navigation dans des marchés volatils afin d'optimiser la croissance.
Agir en fiduciaire pour faire passer vos intérêts au premier plan dans toutes les décisions financières.
Planification financière complète et gestion patrimoniale adaptée à vos objectifs et besoins.
Communication proactive et éducation sur les tendances économiques et la performance du portefeuille.
Accompagnement pour gérer les processus financiers lors de changements de vie, en assurant la continuité et la sécurité.
Note globale
John Leeming
Curtis and the staff at Cornerstone have been amazing. They often address economic questions, in light of the changing economy, before we even inquire. Curtis is available for questions and concerns whenever we reach out via email or phone. We feel confident that our best interest is their priority. If anything happened to either my husband or myself, Cornerstone would be there to navigate us through the process. The ongoing education and communication is stellar!
James Carr
Curtis as his team has done a fantastic job managing our account. The prior years a blind squirrel could have made money in that market and we did fine. However, where we are incredibly impressed is how the Cornerstone team managed the portfolio in this recent very volatile market. We highly recommend them.
Thomas Polzin
Cornerstone has been a game changer. They are super caring about where you are in your life and try to recommend the best strategies for your retirement. I have been involved with bigger companies like Charles Schwab and Merrill Lynch and neither have gotten my retirement to where it is now. I have total confidence in Cornerstone and I highly recommend them to all that I come across looking to better their portfolios. Working with a fiduciary as to a broker is something that can only be a advantage. Fiduciary has to have your interests above all and this company goes far above.
Michael Nizankiewicz
We've been with Cornerstone for many years. All of the employees are professional, honest and do their best to maximize returns. Our Advisor, Curtis, is always responsive to our questions and needs. We're very happy with Cornerstone Retirement Group.
Marc Watson
We have been with Cornerstone for 7 or 8 years. Jeff is our advisor and I tell you he has gone above a beyond. He is very personable in fact he is the reason we stayed with Cornerstone when we moved out of state 3 years ago. We appreciate everything they have done for us to have a profitable retirement.
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