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November 2023 by Colonel Jim JAWS Jaworski (JAWS, COL USA Retired)
Best Financial Management Company in Las Vegas! They do everything- Taxes, Estate Planning, Investments, etc. I highly recommend this company!
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September 2023 by Dan Jen Sparks
We moved from out of state and Kyle Kirwan was recommended to us as we had pensions and life insurance we needed to transfer. He was amazing to work with! We also worked with John and George who were equally as helpful and wonderful. They even caught on error on one of our life policies and have been phenomenal at getting it fixed. Front office staff is also super nice. We’d recommend Cornerstone to anyone!
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September 2023 by Jill Greenbaum
I am extremely pleased with the service and knowledge I am receiving thus far. In a matter of 3 months, I have already made money and grateful I made this decision! They are thorough, knowledgeable and patient for someone like me who doesn't understand the ins and outs of finance and investments.
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April 2023 by Heidi L.
I'm not sure how we ended up on this list but I RSVP'd bc I was interested in tax strategies, which were mentioned on the invitation. Specifically charitable giving and deductions. Neither was mentioned in the discussion. We were the first of 8 couples to arrive and I have NO IDEA what the man greeting us thought, but he was shaking my hand as he started sharing his displeasure about gun laws three states over. I felt like a hypocrite enjoying a free meal after that. It was hard to process the information being shared since we were still trying to figure out the gun conversation. There was a tone to the event. We text our actual financial counselor who warned us against some pending actions involving two of the people listed on the invitation. I can't speak to how well they manage money bc I wouldn't feel comfortable working with anyone I met that evening. The dinner was amazing.
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April 2023 by Tom Flora
Very knowledgeable and are helping us build a retirement portfolio that will safely get us where we want to be in 5 years
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March 2023 by Stephen S.
We have been with them a number of years. Initially I talked to two other firms that had a big staff (lawyer, CPA, etc. on staff) but I wasn't "comfortable" with their commissions and didn't like everything tied to the stock mkt. We are in quite a few different products that are long term (which we are ok with) and some have paid out quite nicely. We have also done some bank notes and annuities.They understand that we will initiate our purchases but they will also offer us alternative products. We also have a Fidelity account for when we play the mkt. I will never understand people that are not active in their finances.
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October 2022 by Wayne Bernath
We met with Kyle Irwin who couldn’t have been nicer. He presented us with an investment plan that made sense for retirees. He is extremely knowledgeable when it comes to financial planning.
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September 2021 by Dennis G.
This is a nest of 'financial advisors' dedicated to steering you into any product that has the highest commissions. Stay away from them and never trust their 'advice'.
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January 2021 by Terri T.
Run. Run far. Run fast. Steer clear of this place which lines their pockets with commissions from REITS and other non-tradional investements which you will make little to no earnings from, and spend years paying someone else to untangle. Worst mistake going here. I losts tens of thousands of $ being stuck in these non performing investments during a market boom. While these so-called financial managers are posting their vacation pictures, I am still working.
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December 2020 by Donald R.
For decades, my husband and I have been saving and investing for our retirement. In the past, we have worked with a number of Financial Management Teams in different well-known, large companies. Their investment products are relatively limited, focused mostly on common stocks, funds, and annuities. As we were getting older, we wanted to reduce the risk and diversified our investments, including some alternative products, such as DST, REITS, Bank Notes, LLC, etc., that provide modest but pleasant and steady in-come streams of cash. While we were both working full-time, it would be nice to have ONE trusted financial team taking care of all our investment needs. After we both retired and moved to Las Vegas in 2019, we found Cornerstone Wealth Management. Cornerstone has impressed us in many ways and most importantly, we have been working happily with a very professional staff team. We enjoy working with the Cornerstone staff team. Each one of them is very good at what he/she is doing and performing excellently to our satisfaction. They are proficient and professional. Their communication with us is always prompt and precise, like they are working 24/7. We are particularly impressed by the Director of Business, Kelly Allum, who is familiar with various transaction procedures and timelines and has great attention to details. We appreciate every friendly reminder and all brilliant ideas from Kelly. We trust Kelly would take care of all issues, if any at all. We love working with Jimmie Avila & Anthony Napolitano, Cornerstone's Financial Planners & Financial Advisors. Starting from the very beginning, they listened carefully to us and clearly understood our investment objectives and our comfort levels of risk in investment. They are knowledgeable of all kinds of products and investment strategies. And they work very well with both of us, even though my husband and I tolerate very different levels of risk in investment. Most importantly, Jimmie and Anthony have done an outstanding job in managing our very complicated portfolio. So far, we are very satisfied with the overall performance of Cornerstone. Cornerstone has gradually earned our trust and we feel comfortable to put our savings and retirement future in their hands. This is a major decision in our life. We feel that Cornerstone has been treating us like their family and will continue to take care of our savings and investment for a very long time. As consumers, we genuinely write this review to share our business relationship with Cornerstone and their business performance with us. I hope that more consumers would be able to do business with a financial company like Cornerstone. M & D Rudy
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December 2020 by Darold Cornell
My wife Renee and I have been clients for the past several months. We are new to Nevada having moved here over a year ago. We knew we needed a local financial planner and were invited to a dinner seminar. From the moment we heard the speaker (Dan) we were hooked! We needed to explore more and attended a meeting with Dan and Jammie at their Henderson office. What he showed us was very impressive. He spent over 2 hours talking with us, and we set up another appointment. At that time, he showed us what he selected to meet our requests and needs. Both of us were very satisfied. Jammie and everyone at Cornerstone are always very responsive, answering calls and emails almost immediately. We love what they suggested for us, and these investments are doing quite well! We recommend Cornerstone to anyone who is on the fence about who to hire. These guys do it all! We highly recommend them! Oh, and they also have monthly functions for their clients. They will resume after Covid 19 leaves us!D. CornellR. Cornell
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November 2020 by Darold C.
My wife and I have been clients for about six months. There was never any pressure applied to become clients. We had three meetings before deciding these guys were the ones for us. They are all very knowledgable, professional, respectful, and kind. They allow you to speak and they actually listen to you! Based on what we said, they developed investments to meet our needs. They are also very responsive if you need to reach them. I understand they offer monthly functions to attend, but now because of Covid 19, they are delaying functions until things with Covid 19 improve. They have all the necessary licenses for all investments. They own their own building, and will be around long after us older people are gone! They are all under 60, mostly in their 40's I would think. I highly recommend them. I met all of them and like em all! Jammie, Dan, Angelo, and Kyle. All are highly qualified. D. Cornell R. Cornell
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November 2020 by Steve Capece
I have had several financial planners since moving to Las Vegas. They all seemed to forget about us after they sold us an investment or were difficult to reach since it was a one man shop. Very happy with these guys (4 partners) and really benefited from the various financial tools they provide. They are not "hard sell" at all and very professional. I now feel part of a family of great planners and will no longer look for any other financial planners in the future.
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November 2020 by Lloyd Aoki
listens to your needs and diligently works at it till they come up with a solution.
