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Cornerstone Financial Group
- Financial Services
- Appleton, WI
About this business
Cornerstone Financial Group LLC is located at 4321 W College Ave, Appleton, WI. This business specializes in Financial Planning.
Location details
1837 W Wisconsin Ave, Appleton, WI, 54914, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Everyone there is extremely helpful and professional. My advisor keeps me educated and updated. Bo has been my advisor for the past 3 years and I couldn’t be happier! I would recommend Bo for your financial needs, as he is non-judgmental, personable and provides options based on what you want.
If there were negative stars I would. I have had this account with them for maybe 60 days. My first inclining to being awful would be not submitting the correct account number to have things transfered over. Now they have my money. Asked for some money to be taken out. Each option was extended time. Fine. I could deal with 2-3 days. Finally came 8 days later. Come to find out the day I received. There were 2 other options I could have done. Which were a day to get yet not communicating those options. So today. My money is ho... read more
No sales pitches, no judgements about my lack of saving previously...just came up with a plan together to get me where I want to be!
The entire staff at Cornerstone is amazing. My wife and I have enjoyed working with Troy and getting a game plan for our financial goals!
Frequently asked questions about Cornerstone Financial Group
How is Cornerstone Financial Group rated?
Cornerstone Financial Group has a 4.5 star rating with 8 reviews.
When is Cornerstone Financial Group open?
Cornerstone Financial Group is closed now. It will open tomorrow at 9:00 a.m.
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