Cornerstone Wealth Management
About the Business
Cornerstone Wealth Management is a leading finance and insurance agency located in Henderson, Nevada. Our expert team of advisors is dedicated to providing personalized financial planning and wealth management services to help our clients achieve their financial goals. Whether you are looking for retirement planning, investment management, or insurance solutions, we are here to help. Visit us at 1368 Paseo Verde Parkway to learn more about how we can assist you in securing your financial future.
Photos
Location & Phone number
1368 Paseo Verde Pkwy STE 100, Henderson, NV 89012, 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
"Best Financial Management Company in Las Vegas! They do everything- Taxes, Estate Planning, Investments, etc. I highly recommend this company!"
"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."
"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!"
"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. Cornell R. Cornell"
"My husband and I have had funds in the stock market most of our business careers. We got to the point, where both of us wanted and needed to preserve our investments. We wanted solid predictable rates of return. In the three years, we have been with Cornerstone Wealth Management, it has been fabulous for us. Kyle, Jaime, Dan, Anthony and their team are the best. They are a FIVE star company. They have given us confidence and peace of mind for our retirement. It will serve you well to call them."
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