Donald R.
Best Financial Advisors We've Used
For decades, my husband and I have been saving and investing for our retirement. In the past, we have worked with a number of Financial Management Teams in different well-known, large companies. Their investment products are relatively limited, focused mostly on common stocks, funds, and annuities. As we were getting older, we wanted to reduce the risk and diversified our investments, including some alternative products, such as DST, REITS, Bank Notes, LLC, etc., that provide modest but pleasant and steady in-come streams of cash. While we were both working full-time, it would be nice to have ONE trusted financial team taking care of all our investment needs. After we both retired and moved to Las Vegas in 2019, we found Cornerstone Wealth Management. Cornerstone has impressed us in many ways and most importantly, we have been working happily with a very professional staff team. We enjoy working with the Cornerstone staff team. Each one of them is very good at what he/she is doing and performing excellently to our satisfaction. They are proficient and professional. Their communication with us is always prompt and precise, like they are working 24/7. We are particularly impressed by the Director of Business, Kelly Allum, who is familiar with various transaction procedures and timelines and has great attention to details. We appreciate every friendly reminder and all brilliant ideas from Kelly. We trust Kelly would take care of all issues, if any at all. We love working with Jimmie Avila & Anthony Napolitano, Cornerstone's Financial Planners & Financial Advisors. Starting from the very beginning, they listened carefully to us and clearly understood our investment objectives and our comfort levels of risk in investment. They are knowledgeable of all kinds of products and investment strategies. And they work very well with both of us, even though my husband and I tolerate very different levels of risk in investment. Most importantly, Jimmie and Anthony have done an outstanding job in managing our very complicated portfolio. So far, we are very satisfied with the overall performance of Cornerstone. Cornerstone has gradually earned our trust and we feel comfortable to put our savings and retirement future in their hands. This is a major decision in our life. We feel that Cornerstone has been treating us like their family and will continue to take care of our savings and investment for a very long time. As consumers, we genuinely write this review to share our business relationship with Cornerstone and their business performance with us. I hope that more consumers would be able to do business with a financial company like Cornerstone. M & D Rudy