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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.
67 S Bedford St # 400W, Ste 210, Burlington, MA, 01803, United States
Get directionsWeekday | 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 |
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.
The folks at Cornertone are professional, knowledgeable and trustworthy. We have been very pleased with their fee-based advice (and the fact that their judgment isn't clouded by commissions). Most importantly, they truly are good people who care about their clients and their well being, help them navigate life's challenges, and celebrate with them after life's blessings.
Cornerstone Financial Group has a 5 star rating with 22 reviews.
Cornerstone Financial Group is closed now. It will open at 9:00 a.m.
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