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Cornerstone Wealth Advisors
- Financial Services
- Trinity, FL
About this business
At Cornerstone Wealth Advisors, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed.
Location details
4625 Little Road, Trinity, FL, 34655, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| 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 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I so greatly appreciated the recent communications that came from the Cornerstone team. It was a thoughtful response, not a reactive comm, and rang of the motto, "Keep Calm and Carry On". Despite the volatility we sometimes see in the financial markets, it is comforting to know that you guys are being proactive in managing our portfolios, but even more so, communicating with your clients. It was one of the reasons why we decided to join Cornerstone Wealth Advisors in the first place. Keep the good communication flowing!
Ya know how you just go day to day, doing your thing, working, living. Then someone unexpected crosses your path that makes a really positive difference in your day. Someone who takes your day and turns it around, not just for the day but maybe for a long long time. Someone who tells you that YOU matter. That you have good things to look forward to. That things are gonna turn out alright. And to top it off, they make you feel this way for nothing in return!! Because they care. Because they see you might just need a little h... read more
Cornerstone Wealth Advisors are truly superior in every way! Hire them! You will forever be glad you did.
Chuck Walker has represented my wife, Linda, and I for decades through market crashes and bonanzas and I have only one regret: That there isn't a sixth star for this review. But beyond just monitoring our investments, he has expertly researched and, as he says, "turned on the faucet" for cash flow in our existing portfolio we never could have found on our own. Because of Chuck and the hard work we invested over the years, we are comfortably retired. Oh, and one more thing: Chuck is a really nice guy.
Walking through the door of Cornerstone was the best thing I have done. I found Chuck Walker to be extremely knowledgeable, caring & compassionate. He is more than just an excellent advisor, he truly cares about you and your future. He took the time to get acquainted & to understand my goals. I highly recommend Chuck...you won't be disappointed.
Frequently asked questions about Cornerstone Wealth Advisors
How is Cornerstone Wealth Advisors rated?
Cornerstone Wealth Advisors has a 4.9 star rating with 28 reviews.
When is Cornerstone Wealth Advisors open?
Cornerstone Wealth Advisors is closed now. It will open on Monday at 8:30 a.m.