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Cornerstone Wealth Management
Cornerstone Wealth Management : Une planification financière honnête et holistique avec des experts locaux de confiance.
5(5 avis)
Business
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Cornerstone Wealth Management : Une planification financière honnête et holistique avec des experts locaux de confiance.
Cornerstone Wealth Management à Westlake, OH propose une planification financière holistique avec des conseils honnêtes et concrets. Les avis louent un personnel professionnel, compétent et sympathique qui adapte les plans aux objectifs individuels, avec un accès à des expertises financières, juridiques et en soins de santé. Les clients apprécient le soutien local, en personne ou à distance, un suivi rapide et efficace, et une approche chaleureuse, familiale.
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Des stratégies sur mesure pour élaborer des plans concrets répondant aux besoins et objectifs financiers de votre famille.
Gestion experte des comptes d'investissement pour optimiser les rendements, même dans les marchés volatils.
Solutions de retraite holistiques soutenues par des professionnels ayant des antécédents en finance, droit et soins de santé.
Services complets couvrant tous les aspects de la gestion financière pour la construction de patrimoine à long terme.
Consultations en personne, par téléphone ou par e-mail accessibles pour répondre aux questions, grandes ou petites, avec diligence.
We enjoy working with Cornerstone Wealth Management because from top to bottom they are very professional, knowledgeable, and friendly. It was important to us to choose a firm local to Cleveland that offered a variety of solutions and services. We appreciate that they have professionals available with financial, legal, and healthcare backgrounds to support the whole process of financial management and retirement. No question is too big or small, with CWM staff easily available in-person, by phone, or email. If you're looking for a firm that treats you like they would their own family members, it's Cornerstone Wealth Management.
I was able to speak with Mike during my consult. He was an excellent resource! Although his company is not the direction I went with, he was able to guide me to the correct financial resources for my specific situation. Thank you so much Mike! I hope to get to work with you in the future.
I recently transitioned to Cornerstone and have been extremely satisfied with the results. Mike and Nick took the time to understand the needs of my family and helped craft an actionable plan. I feel confident in the advice that has been provided and the timely follow-through. I would highly recommend Cornerstone to anyone looking to develop a holistic financial plan presented in an honest and easy to understand manner.
I have been a client of Cornerstone Wealth Management for many years. My account has done extremely well even in years that the market did not. The financial planners are very knowledgeable and diligent. I have referred many people to Cornerstone and they were pleased with their results. I am looking forward to many more years with their help.
Nick and Mike are fantastic. Take the time to understand our financial goals and put together a plan to help achieve those goals.
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