Cornerstone Capital Financial Group - Brantford, Ontario

Cornerstone Capital Financial Group : Un Guide complet

Cornerstone Capital Financial Group est une entreprise située au 214 Brant Ave, Brantford, ON N3T 3H9, Canada. Fondée avec un objectif clair, l'équipe de Cornerstone Capital Financial Group offre des services de planification financière à ses clients.

Téléphone: 5197539622 | Site web: cornerstonecfg.ca

Spécialités et Services

L'entreprise se spécialise dans plusieurs domaines de la planification financière, notamment :

• Conception de plans de retraite
• Gestion de patrimoine
• Planification fiscale
• Préparation de l'épargne pour l'avenir

Caractéristiques et Informations Pratiques

Cornerstone Capital Financial Group est géré par une femme et propose un accès facilité pour les personnes en fauteuil roulant, avec un parking et des toilettes accessibles. Les rendez-vous sont recommandés pour s'assurer une attention personnalisée.

Avis : Cette entreprise a 11 avis sur Google My Business. L'avis moyen est de 5/5.

Basé sur les avis, il est clair que Cornerstone Capital Financial Group est apprécié pour son professionnalisme, sa compréhension approfondie des besoins financiers des clients et son engagement envers la fourniture de solutions réalistes et atteignables. Les clients sont souvent impressionnés par la façon dont l'équipe met à l'aise et offre une orientation sur la voie de leurs objectifs financiers à long terme.

Conclusion

Cornerstone Capital Financial Group se démarque par sa spécialisation dans la planification financière, son emplacement pratique au Canada et son engagement envers la fourniture de services de qualité adaptés à chaque client. Avec un aperçu des avis positifs et des services spécifiques offerts, il est évident que Cornerstone Capital Financial Group est un choix judicieux pour ceux qui cherchent un soutien financier solide et durable.

👍 Avis de Cornerstone Capital Financial Group

Tracy T.

5/5

Shannon is an exceptional professional. I appreciated her insight into my situation and the guidance that she offered to help me move forward in my situation. Shannon went above and beyond to put me at ease and offer good and reachable solutions to my financial goals for the future. I highly recommend Cornerstone Capital Financial Group.

All4Sports C.

5/5

I have been a long time client with Cornerstone. They’ve done an amazing job with my family! Be it retirement planning, education planning for our children, and even estate planning for our parents, Cornerstone has helped us maximize our assets and position us so that our financial goals were met. They are easy to deal with, regularly check in with us and our portfolio, and have always demonstrated a great deal of professionalism, integrity, and knowledge. I highly recommend them to anyone looking to optimize their financial future!!

Kerrie P.

5/5

Peter is a true professional. Since working with him, our portfolio has had incredible growth. He is meticulous in regularly reviewing our investments and suggesting modifications based on current market activity. We also did estate planning that has been invaluable. I can’t say enough about Peter’s expertise and personal connection with his clients - invest with Peter for your investments!

Sarah M.

5/5

I am so honoured and grateful to be a client of Shannon and team. Patient, knowledgeable, courteous and kind, we experience unprecedented service combined with skill and competence. With something as precious as your money, this is such a gift. Thank you Cornerstone. Our family is so grateful to work with you.

DOUG S.

5/5

Shannon has always had our financial interests at heart. Her innovative ideas have come to fruition for our family and continue to carry on. Shannon is open to hearing about our family needs and has responded in kind. Not sure where our family would be without her leadership.

Linda B.

5/5

Shannon is professional, knowledgeable and trustworthy, important qualities in a financial planner. She is highly engaged in the community, which means a great deal to me.

Scott C.

5/5

Thank you Shannon for your commitment to guiding and advising our family. Your sound Financial Planning advice has been instrumental in our financial success. You always go above and beyond thank you for caring so much!! You are like family.

Brennan G.

5/5

Shannon was very knowledgeable and understanding of our financial situation. Highly recommended her!