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Cornerstone Financial Group
- Financial Services
- Burlington, MA
About this business
Location details
67 S Bedford St # 400W, Ste 210, Burlington, MA, 01803, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 4:00 p.m. | |
| Tue | 9:00 a.m. to 4:00 p.m. | |
| Wed | 9:00 a.m. to 4:00 p.m. | |
| Thu | 9:00 a.m. to 4:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have been clients of Cornerstone Financial Management since 2017, and are so happy we signed on to their services. George, Ted, Kevin, and their team are amazing professionals. They are knowledgeable, experienced, and prudent in their advice, and are always up to speed on the latest happenings and complexities of the economy and financial world. They understand how and where to invest to make long term wealth, but they also know how wealth can be used to bring fulfillment and good to its owners and the good of others. The... read more
Our family was very satisfied with Cornerstone FM. We met with George and he was beyond helpful. He took time to go through our finances, offer insightful suggestions, and shared excellent resources that we can come back to if needed. We highly recommend their services to anyone looking for a solid financial firm.
I am very happy with the support that I have been receiving from the members of the Cornerstone Financial Team. They are very knowledgeable and helpful. They are interested in my financial and life goals. They have put together a financial plan to meet my goals and are continuing to adjust that plan as things change. I recommend the team at Cornerstone Financial.
Cornerstone Financial Management has been a blessing to our family in many ways. For two decades before transferring our assets to their care, my wife and I had entrusted our family and retirement savings to a major investment firm: increasingly, this company's approach was to promote their own financial products, such as annuities, which, in the long run, it became clear would benefit them more than us. Cornerstone FM was recommended to us by a friend at our church. From the moment of our first meeting with Ted Yoos (the fo... read more
I have worked with George in both personal and professional settings and came away impressed every single time. Work with Cornerstone if you're searching for folks that know their field. You'll find that and then some. They offer competence, professionalism, and a customized, measured approach that blends industry wisdom with personalization and care.
Frequently asked questions about Cornerstone Financial Group
How is Cornerstone Financial Group rated?
Cornerstone Financial Group has a 5 star rating with 23 reviews.
When is Cornerstone Financial Group open?
Cornerstone Financial Group is closed now. It will open at 9:00 a.m.
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