Cornerstone Financial Group, LLC
Omaha, NE · Financial planner
- Address
- Cornerstone Financial Group, LLC, 11225 Davenport St #102, Omaha, NE 68154
- Phone
- (402) 758-0700
- Website
- cornerstonefinancialgroup.com
Cornerstone Financial Group, LLC is an insurance agent located in Omaha, NE. It is one of 257 insurance agents listed in Omaha. Its 5.0-star rating is above the Omaha city average of 4.3 stars. There are 2 photos associated with this location.
About Cornerstone Financial Group, LLC
Fee-Only Financial Planning and Investment Management
Customer Reviews
I have been working with Cornerstone for several years and have been extremely pleased with the personal and professional support they provide. They have been a blessing to work with. They exceed expectations every time.
I can’t say enough about my Financial Planner, Spencer Schwarting. I’m continually impressed with the amount of knowledge and skill he commands; he takes what can be confusing and patiently makes it understandable. He listens intently and takes my lead, but he does all the technical work to faithfully steward what I’ve entrusted to him. Professional and comfortable; he makes you feel like family. I wholeheartedly can trust his recommendations. And, I wholeheartedly recommend Spencer and Cornerstone for any of your financial needs!
I’ve been working with Spencer for a few years now and it has been great. He responds quickly when I have questions and is good at explaining things in a way I can understand. Would recommend!
Dale and Dave have always been fantastic to help us and answer questions, no matter how big or small. Not one regret about seeking their help in securing a strong financial future for our family!
Cornerstone Financial Group has always been professional, honest, well educated about the world of finance, and personally cares for the client!
Accessibility & Amenities
Services
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This listing is informational. Contact the business directly to verify credentials, services, and availability.