The fiduciary standard is something we have purposefully chosen to uphold. As a Registered Investment Advisor, Cornerstone believes that you have the right to trustworthy, fiduciary-based guidance. View us as the navigators of your financial life who look at your entire journey and guide you to your best future while utilizing what we have determined are best-in-class resources to achieve your goals.
We are an independent, family-owned and family-operated comprehensive wealth management firm delivering fiduciary-based financial guidance. We believe that investment management is just one of many paths on your journey when it comes to planning for your financial future. We don't measure ourselves against other firms or market benchmarks.
We are an independent, family-owned and family-operated comprehensive wealth management firm delivering fiduciary-based financial guidance. We believe that investment management is just one of many paths on your journey when it comes to planning for your financial future. We don't measure ourselves against other firms or market benchmarks.
Services
We understand the journey that's ahead of you, and we know you deserve access to as many resources as possible to help lead you to financial freedom. We believe that every client benefits when their financial advisor, CPA and estate-planning attorney work together as a team. We bring together the right people and resources for you to achieve financial freedom.
When it comes to planning for your financial future, it's not simply about investing; that is only one of the many paths on your journey. We take a unique, comprehensive approach, including sound financial planning, institutional investment solutions at a low cost, tax reduction strategies, and historically proven estate and legacy planning concepts.
The majority of individuals will pay into Social Security during their working years. We have found that many people don't know when and how to take their Social Security benefits. During this 60 minute Webinar, Chris Abts, President of Cornerstone, is going to share with you some tips on how you can maximize your Social Security benefits.
The wealth management industry often adds to life's complexities to validate their fees. Our ideal clients are those individuals who want to simplify their lives with high-value, trusted professionals. We are a trusted partner on your life's journey, someone who always has your best interest in mind and navigates you through life's changes.
Reviews (6)
Esther F.
Jun 02, 2020
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Harry A.
May 30, 2020
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Prior to meeting with cornerstone, I had a fair amount of knowledge in terms of investing my money. Or at least I thought I knew what I was doing. After watching their tv show I decided to go in for an appointment. After a brief appointment, I left with so much valuable information! I have been a client for many years now! I cannot thank cornerstone enough for everything they do for me. I know I am in the best possible hands, and could never imagine working with anyone else!
Scott R.
Apr 27, 2020
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It's been quite a while since we had a consultation with this firm however, after we met with one of their advisors, we left there with the impression that "we did not have a portfolio large enough for them to bother with!!
Very disappointed!
I saw Chris Abts' "Redefining Retirement" show was on tonight and jogged my memory to write a review..........
Very disappointed!
I saw Chris Abts' "Redefining Retirement" show was on tonight and jogged my memory to write a review..........
Donovan S.
Dec 04, 2019
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There are numerous companies you can go to for your financial needs, but I really have enjoyed working alongside Cornerstone. The office staff, the advisors, and all parties in between always show the upmost respect to one another and treat employees fairly. The way they show their dedication to their clients is outstanding. They take the time to get to know each individual they come in contact with to see how they can best help them with their unique situation.
Al T.
Nov 23, 2019
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Went to one of this companies dinner/seminars to see what they had to say regarding retirement. Left with zero confidence in Chris Abts & what he had to say. Vague, elusive rhetoric; nothing concrete.
Two other attendees, who i felt were way smarter that me (based on their knowledgeable questions) failed to get any straight answers. I'm very analytical by nature, and i thought their questions would result in definitive replys. ZERO! This guy would make a decent used-car salesman. Strongly suggest you beware of this outfit!
Two other attendees, who i felt were way smarter that me (based on their knowledgeable questions) failed to get any straight answers. I'm very analytical by nature, and i thought their questions would result in definitive replys. ZERO! This guy would make a decent used-car salesman. Strongly suggest you beware of this outfit!
Linda F.
Mar 09, 2016
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Are you really ready to Retire?
The best way to be sure you can successfully make the transition is speaking with your financial professional.
Cornerstone Retirement Group, Inc specializes in financial planning, investment advisor, life insurance, wealth management and annuity.
The staff earned our trust by putting us in their top priority with their excellent communication, interpersonal and listening skills. They really love their jobs!
Chris as a financial advisory provides firm strategies for retirees and pre-retirees for getting ready for retirement later in life with wise saving and
The best way to be sure you can successfully make the transition is speaking with your financial professional.
Cornerstone Retirement Group, Inc specializes in financial planning, investment advisor, life insurance, wealth management and annuity.
The staff earned our trust by putting us in their top priority with their excellent communication, interpersonal and listening skills. They really love their jobs!
Chris as a financial advisory provides firm strategies for retirees and pre-retirees for getting ready for retirement later in life with wise saving and
