Cornerstone Advisor Group - Richmond, Virginia

Cornerstone Advisor Group: A Comprehensive Overview

Cornerstone Advisor Group is a distinguished financial institution located at 4118 E Parham Rd, Richmond, VA 23228. Their primary phone number is 68681492, and visitors can access more information and resources via their website: cornerstoneadvice.com. The company distinguishes itself through a commitment to providing comprehensive financial services, tailored to meet the diverse needs of their clientele.

Location and Accessibility

The physical location of Cornerstone Advisor Group in Richmond, Virginia, provides convenient access for local clients. The office is situated at 4118 E Parham Rd, a readily identifiable address within the city. Furthermore, the company demonstrates a strong commitment to accessibility, offering a variety of features to accommodate individuals with varying needs. Specifically, the facility boasts a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Onsite parking is also available, ensuring ease of access for visitors and clients alike. The office’s onsite services further enhance the client experience, creating a comfortable and productive environment.

Specialties and Services

While the specific range of services offered by Cornerstone Advisor Group may vary, they operate as a financial institution, suggesting a core focus on investment management, financial planning, and potentially wealth management. The company’s dedication to personalized service is evident in their approach; they prioritize understanding each client’s unique circumstances and goals to develop strategies that align with their individual needs. The firm likely offers a suite of services designed to support clients throughout their financial journey, from initial consultations to ongoing portfolio management and retirement planning.

Company Background and Values

Cornerstone Advisor Group identifies itself as a veteran-owned business, reflecting a commitment to supporting fellow veterans and their families. This designation highlights a potential emphasis on values such as integrity, service, and dedication – qualities often associated with the veteran community. The company’s focus on family further underscores its values, suggesting a desire to assist clients in securing a stable financial future for themselves and their loved ones. The positive feedback received, as indicated by the Google My Business reviews, reinforces this commitment.

Client Feedback and Reputation

The company has garnered positive attention within the community, with a notable average opinion of 4.5/5 based on 8 reviews on Google My Business. These reviews consistently praise the professionalism and helpfulness of the advisors, particularly Mr. Greg Davis. Clients frequently highlight the thoroughness of Mr. Davis's explanations, his patient approach, and the enjoyable nature of their consultations. Several individuals specifically mention how he took the time to carefully address their concerns and provide clear, understandable guidance throughout the process. The sentiment expressed by one client underscores the agency’s dedication to assisting “brother Knights and their families,” emphasizing a commitment to supporting a specific community. The overall feedback suggests a strong emphasis on client satisfaction and a genuine desire to build long-term relationships. The fact that clients describe the office staff as “great” further strengthens the perception of a welcoming and supportive environment.

Key Features Summary

• Veteran-Owned Business: Demonstrating a commitment to supporting veterans and their families.
• Onsite Services: Providing convenient access and a comfortable environment for clients.
• Accessibility: Fully wheelchair accessible, ensuring inclusivity for all visitors.
• Positive Reviews: A strong reputation based on positive client feedback.

In conclusion, Cornerstone Advisor Group presents itself as a reliable and client-focused financial institution. Its commitment to accessibility, veteran support, and personalized service, as evidenced by its positive reputation and dedicated advisors, positions it as a valuable resource for individuals and families seeking expert financial guidance. The accessible facilities and convenient location contribute to a seamless and positive client experience.

👍 Reviews of Cornerstone Advisor Group

Justin G.

5/5

Thank you to this agency and to fellow Knight/advisor, Mr. Greg Davis who helped me. I highly recommend them. They are here to help and they are pro family and will help brother Knights and their families. Greg is professional and helped me through the process. He took the time to carefully explain everything and meeting with him was enjoyable. The office staff are great.

Scott S.

5/5

For the first time after relationships with many other investment institutions , Nick and his team provided our family with what we needed vs what the institutions were trying to sell us. He delivered a customized and honest approach to wealth management and family financial planning. Thank you Nick and KofC.

Julia S.

5/5

Definitely appreciated my no-pressure, informative meeting with Nick and his team! He is knowledgeful of investment tools and opportunities and was able to provide useful guidance in "laymans terms" to a novice investor like me.

En E.

5/5

A small office of dedicated agents who support the good works of the Knights of Columbus.

Draucker G.

5/5

Nick Abbate has been a tremendous help.

Kamron P.

5/5

Karl H.

1/5

Jay S.

5/5