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Cornerstone Financial Group
- Financial Services
- Burlington, MA
About this business
Cornerstone Financial is located at 67 S Bedford St # 400W, Burlington, MA. This location is in the Woods Corner neighborhood. This business specializes in Taxes.
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 |
I did an introductory call with George, and he was super informative! He gave a clear breakdown of his services, and I appreciated his transparency on what he believes are my financial needs. He also offered suggestions for additional folks to reach out to.
Cornerstone is really the best of all worlds. Ted and Kevin have been thoughtful, attentive and eminently professional throughout my experience verging on 20 years with the firm, all the while staying ahead of the curve, innovating and being able to try new things. They're reliable to a fault and extremely personable. It's difficult to imagine having a more trusted steward of my financial assets.
Cornerstone Financial is a professional organization through and through. We worked with George and every interaction was incredibly helpful and pleasant and was always followed by meeting notes and actions. George was wonderful in helping our family organize our family finances and helping us to put our plans in place to achieve our goals. George truly cares for us and it shows through in his every action. If you are looking for a financial advisor I don't think you can do much better than George and the Cornerstone team.
I started working with Cornerstone a couple of years ago. I find George to be extremely knowledgeable and personable, and very responsive to questions and concerns. If you are looking for someone to help you make sure that your assets are invested in the way that will benefit you the most, and reduce your tax burden as well, Cornerstone is the place, and George is your guy.
I have worked with Ted Yoos for about 20 years and more recently George Newfield. They have given excellent advice and support to my husband and myself all that time!
Frequently asked questions about Cornerstone Financial Group
How is Cornerstone Financial Group rated?
Cornerstone Financial Group has a 5 star rating with 13 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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