WH Cornerstone Investments
About the Business
WH Cornerstone Investments, located at 13 Tremont Street in Kingston, Massachusetts, is a finance institution dedicated to empowering widows with their financial future. With over four decades of experience, WH Cornerstone helps clients navigate life's unexpected challenges such as coping with loss, divorce, business sales, or retirement. They believe in crafting customized plans to build wealth and establish a solid financial foundation for the future. The institution offers free Curve Ball Life Planning™ playbooks to help clients organize their financial and personal lives during difficult times. WH Cornerstone is registered as an Investment Adviser with the U.S. Securities and Exchange Commission, providing personalized investment advice and guidance to clients.
Photos
Location & Phone number
13 Tremont St, Kingston, MA 02364, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"WH Cornerstone has helped us tremendously in making wise financial decisions and providing us with great insight to make best decisions in our business and personal finances. They are such great and genuine people giving us the utmost faith in their work and experience."
"Bill and Paula are warm and very knowledgeable in their advice around my Mom's estate. Compared with estate attorneys, they were more helpful as they shared their experiences and asked pertinent questions to our family's dyanmics. They showed proof of why they recommended certain actions based on our personal situation. It's rare to find a company where people care and do a great job!"
"Knowledgeable, compassionate, and responsive advisors! Highly recommend for anyone in need of financial planning, and especially widowed people who need some guidance about how to move forward."
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