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Cornerstone Investment Management & Consulting
- Financial Services
- Daphne, AL
About this business
Location details
809 Daphne Ave, Daphne, AL, 36526, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
In my profession, my income was at first low, but then moderate. I knew I had to prepare for retirement, and I took steps toward that end, not really knowing what I was doing. As I saw retirement looming about 5 years before me, I turned to my friend, Scott, at Cornerstone to help me analyze and organize my assets toward the coming realities. As it turned out, I had accidentally done rather well in my preparation; it just needed expert “tweaking” and organizing - which Scott provided. As a result of his advice, my retirement... read more
My relationship with Cornerstone Investment spans over 20 years. Both Scott and Mark have the Chartered Financial Analyst designation, and they provide professional investment management services for endowed assets that I oversee as well as personal assets. Under their management, I have witnessed growth in assets and returns that would not have been possible without professional investment managers. They are always available to talk through market conditions, a portfolio, and related topics at any time. I appreciate their a... read more
Scott has cared for my portfolio as though it were his own. I could not be happier the results have been way above expectations.
The financial advisors at Cornerstone investments have been very helpful in managing my assets. Mark and Scott know you when you call and talk to you directly in language that makes sense. They are totally trustworthy whether you have a large or small portfolio to maintain. I recommend them highly.
I had managed my own finances for many years and finally decided to get professional help. Scott and Mark at Cornerstone do a great job providing personal analysis and detailed research. We have never done better and there is no stress as Scott and Mark take care of the details. We highly recommend Cornerstone.
Frequently asked questions about Cornerstone Investment Management & Consulting
How is Cornerstone Investment Management & Consulting rated?
Cornerstone Investment Management & Consulting has a 5 star rating with 6 reviews.
When is Cornerstone Investment Management & Consulting open?
Cornerstone Investment Management & Consulting is closed now. It will open on Monday at 9:00 a.m.
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