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December 2022 by Robert Greenlaw
Robert is the best when it comes to your financial planning. He is thorough, understanding, helpful, and patient. If you are looking for a financial advisor you have to give him a call.
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December 2022 by Debra Brooks
Opened up a college account for my granddaughter and very helpful obtaining money in time for college.
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December 2020 by Shantal
Robert is the extremely thorough and knowledgeable with the ability to make complicated financial information easy to understand. He is able to understand businesses and refines their approach to best suit the company's needs. My husband and I both really enjoy learning from him.
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December 2019 by Jesse Grote
I'm a local real estate broker, and Dave Ramsey Endorsed Local Provider. I would refer any of my clients to Ken and Jay at Cornerstone Financial Management for the pure fact that they are educators at heart and not salesmen. They have your best interest with your investments and will be up front and honest. I know first hand since they manage my Mom's retirement, and if they did not, she would probably be living with me. Thank goodness! And of course they are also and Endorsed Local Provide from Dave Ramsey.
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December 2019 by Christie
Our family has been working with Ken for the last 2 years and he is wonderful trust worthy advisor. He set up our kids accounts and answered all of our questions. Highly recommend!
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December 2019 by Dr. Joe Messina
The word Trustworthy is what comes to mind. Jay walked us through all of our investment options and is extremely knowledgeable. We have met many advisors in the past and Jay definitely stands out from the crowd.
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December 2019 by Todd Lyle
Ken is extremely professional and knows his stuff. I feel very confident in trusting Ken! I highly recommend Cornerstone Financial.
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December 2019 by Chris jeffcoat
Jay Brown is very knowledgeable and takes his time to talk to you and see what you actually need and how he can help.
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December 2018 by Allison Hedrick
Ken is a great guy! Very trustworthy and honest.
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December 2018 by Beth Tanner
They are so kind, and they never make us feel rushed or pressured. We've been very happy with their service!
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December 2018 by Colleen Alverson
Trustworthy staff
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December 2017 by Jeff Stallings
Ken Calcutt with Cornerstone Financial Management has handled my company's Simple IRA's for many years and handles our Roth IRA Accounts. He is also a "Dave Ramsey" certified financial planner. I have worked with Ken for many years and my experience has been that he consistently provides solid advice that can be trusted. I enjoy working with him.
