Cornerstone Wealth and Tax Advisory Group, Inc.
1540 Eureka Road, Roseville, CA 95661
Location & Phone number
1540 Eureka Rd STE 103, Roseville, CA 95661, United States
About the Business
Cornerstone Wealth and Tax Advisory Group, Inc. is a finance institution located at 1540 Eureka Road in Roseville, California, United States. Known for their straightforward approach, they emphasize the importance of retirement planning to protect assets and put clients' needs first. They offer educational events and one-on-one appointments to help clients navigate their financial planning and retirement options. With a focus on protecting principal and providing reasonable rates of return, they aim to help clients achieve their retirement goals without feeling pressured. Backed by the claims paying ability of the carrier, they offer personalized solutions to ensure a secure financial future. Partnered with Gibbs Wealth Management, LLC, they provide investment advisory services and insurance products to address a variety of financial needs. Contact Cornerstone Wealth and Tax Advisory Group today to start planning for a better retirement future.
Photos
Hours open
Monday:
9:00 AM - 3:00 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 - 12:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Doug Clancy is very experienced, professional and provides best options for your financial future based on your individual needs, even if that isn't one of his investment products. My wife and I have been one of Doug's clients for 13 years and I wouldn't trust anyone, other than Cornerstone (Doug), to look out for me and my personal investments."
"Without a doubt, the absolute best place for anyone looking for a down-to-earth good person to trust with your investments. Doug Clancy is the guy. He goes beyond the expected in service. I cannot express my gratitude enough for him. The entire staff is wonderful!"
"Doug Clancy is wonderful he takes care of his clients. He prides himself on being honest. Very reputable company and advisor. Thank you Doug"
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