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“We moved to Nevada from New York after our retirement. We were unhappy with our portfolio and lack of advice from our NY advisors. We attended a seminar with Cornerstone and were blown away by the knowledge and professionalism of everyone in their group. We became clients and have worked primarily with Jammie Avila, but have had dealings with almost everyone in the group. We are confident in their ability to safeguard and grow our life savings and to advise us on the best ways to minimize our tax liabilities. We have recommended them to our friends and family and would highly recommend them to anyone looking for financial planning.”
8:30AM - 5:30PM
901 N Green Valley Pkwy #100, Henderson
Financial Advising
“Love Kyle!! Personable, friendly and thorough! I would recommend him to anyone! He takes the time needed to explain my financial options, and is never afraid to put anything in layman’s terms. Many thanks to the team!”
“Scot has handled our taxes and investments for many, many years. His guidance has ensured we're on solid footing in the short term, while also allowing us to set ourselves up for long-term financial health. He and his team are smart, strategic, and attend to individuals' needs/desires while keeping in mind the bigger picture. I highly recommend Strategic Tax & Financial if you're in need of professional financial guidance!”
“JFR Consulting is an absolute gem! Theirtax and bookkeeping services are top-notch. The team's expertise and attentionto detail are truly commendable. They goabove and beyond to ensure accuracy andprovide valuable financial insights. Highlyrecommended!”
“After a horrible experience with our previous financial advisor my husband and I were very concerned about trusting someone with our investments again.Darla has proven that there are good people out there. She is as genuine as they come. She has her clients best interest in mind at all times. She goes out of her way to make sure you understand all your investment choices and feel comfortable with those choices.She has the patience of a saint and will listen to any concerns you might have.We can honestly say we would recommend her to any of our friends and family without reservations.”
“We have been with Cornerstone for a year now after attending one of their seminar dinners that was fantastic. We were able to meet a lot of the staff members and all have been very helpful and always respond when we need them. We have had other financial planning firms that claim to do full service and never perform. Cornerstone actually is a full service company from legal, taxes, social security benefit management, insurance and offer a myriad of investment options. They actually listen to your needs and offer a variety of plans tailored to you and your lifestyle and consider your total needs, not just stocks. All we ever have to do is just call and they take care of the matter with the appropriate staff member. Anthony is always available. Our first financial plan produced a 15% return. We highly recommend this firm!”
8:30AM - 5PM
2225 Village Walk Dr #199, Henderson
Financial Advising
“I had a meeting on April 15, 2024 with Wes Jacobson regarding my 401-k that rolled over into an IRA. His answers were very specific and detailed when I was asking him all kinds of questions. I didn't feel rushed at all. He had even asked me several times if I had any other questions for him. He wanted to make sure my questions were answered. He said if I had any questions after I left to just give him a call.Thank You for a great experience.Robert Llamas”
“They have so many services and tools to help you with your finances and save you so much money that you can't possibly figure it all out I just focus on what I need and I am so happy”
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“Been with these folks for a while now and they are like family at this point and they have worked hard to keep our business and keep our future financials growing...thanks to them, we'll have a retirement fund...”