Cornerstone Financial Advisors - Schenectady County

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"At Cornerstone Financial Advisors we have been helping people achieve their financial goals for over 50 years. We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with our clients using our planning process to help them grow and protect their wealth, and to try and help them achieve their most important financial goals with cost-efficiency and reliability.Please also note our affiliate office at 416 S 4th Ave, Pocatello, ID 83201.Phone: 208-237-2277 Fax: 208-237-6845Securities and advisory services offered through Cetera Advisors LLC doing insurance business in CA as CFGA Insurance Agency LLC, member FINRA/SIPC, broker/dealer and a Regis"

Address: 29 Dorothy Ln, Schenectady, NY 12302, USA

Phone: (518) 280-3163

State: New York

County: Schenectady County

Zip Code: 12302

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Reviews

This company is professional.  I had some questions regarding my business.  I made an appointment and met with Matt Porter.   Matt not only answered my questions with ease, he explained the answers that it was easy for me to understand.  He was very thorough and made sure that I was happy with what we discussed.   I plan on working with Cornerstone Financial for as long as I own my business.  I highly recommend this company to anyone who needs some help with financial services.

Matt Porter and the staff at Cornerstone Financial are fantastic!  We have been very pleased with the services received at this company.  Their customer service is fantastic.  I would highly recommend this company to anyone seeking a financial advisor.

Cornerstone has exactly the approach that I want in financial help. They educate me on how to make good decisions and then let me make the decisions. In the several years I have worked with them, they have never been pushy. Office staff is friendly and helpful. Real professionals. I recommend them to everyone I can.

I rolled over my 401K from a previous employer and set up some additional investments. Matt was very knowledgeable and helped me through the entire process! I would recommend Cornerstone Financial to anyone!

Matt Porter has always been helpful and has answered all my questions.  He and the staff at Cornerstone Financial Advisors are so great to work with.

This business is extremely efficient and caring. I have never met a more honest group of people.

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