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At Cornerstone Financial Advisors we have been helping people achieve their financial goals for over 50 years. We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with our clients using our planning process to help them grow and protect their wealth, and to try and help them achieve their most important financial goals with cost-efficiency and reliability. Please also note our affiliate office at 151 N 3rd Avenue Suite 100, Po... read more
1858 East 1st Street, Idaho Falls, ID, 83401, United StatesGet directions
|Mon||8:30 a.m. to 5:00 p.m.|
|Tue||8:30 a.m. to 5:00 p.m.|
|Wed||8:30 a.m. to 5:00 p.m.|
|Thu||8:30 a.m. to 5:00 p.m.|
|Fri||8:30 a.m. to 4:00 p.m.|
Thank you so much Cornerstone Financial for your help getting me better insurance. I've worked with Dave two or three times now, and I've appreciated the good service, friendliness and effort he's put into helping me! It seems so complicated, but Dave walks me through it and helps me understand my options and finds me the best affordable plan that fits my needs.
This company is professional. I had some questions regarding my business. I made an appointment and met with Matt Porter. Matt not only answered my questions with ease, he explained the answers that it was easy for me to understand. He was very thorough and made sure that I was happy with what we discussed. I plan on working with Cornerstone Financial for as long as I own my business. I highly recommend this company to anyone who needs some help with financial services.
Matt Porter and the staff at Cornerstone Financial are fantastic! We have been very pleased with the services received at this company. Their customer service is fantastic. I would highly recommend this company to anyone seeking a financial advisor.
Cornerstone has exactly the approach that I want in financial help. They educate me on how to make good decisions and then let me make the decisions. In the several years I have worked with them, they have never been pushy. Office staff is friendly and helpful. Real professionals. I recommend them to everyone I can.
Matt and his team were very professional and helped me in a timely manner! They communicated clearly and quickly with me about my tax information. They were so friendly and would 100% recommend them for anyone that needs help!
Cornerstone Financial Advisors has a 4.8 star rating with 11 reviews.
Cornerstone Financial Advisors is closed now. It will open on Thursday at 8:30 a.m.