Client Reviews
“Trust is a key ingredient in this relationship and Chris and Rachael have always made me feel very safe and financially secure with all their advice and suggestions.”
-Joyce Balentine
Approved by compliance on 03/03/2026
“I appreciate the kindness of Rachel and Chris in our lives. They have been a God send in helping us find answers to our financial stability for our future. It’s a Blessing to be able to trust them with our finances.”
-Anonymous
Approved by compliance on 03/03/2026
"Cornerstone has been very intentional about meeting out needs and has bent over backwards to accommodate all party’s involved, while keeping us informed along the way and providing documentation. We very much appreciate their service and support!”
-Sharon Longman
Approved by compliance on 02/02/2026
Chris and his team at Cornerstone make us feel comfortable and at ease. Our questions are answered in a way we can understand.
-Anonymous
I know if I have questions or need any help you are only a phone call away with answers and suggestions.
-Anonymous
My financial team takes the time to get to know me and my family. I’m taught about my portfolio, not told what I should do. I feel free to ask questions. It was a great experience. Thanks!
-Wendy W.
Informative and helpful.
-Anonymous
“Whenever anyone asks, we always tell them about you! Chris and Rachel have always answered any questions we have and tried to help us understand.”
-Anonymous
“Chris and the staff are trustworthy and informed concerning investments. They also show concern for the personal needs of the client. Their integrity and knowledge are visible in all their dealings.”
-Anonymous
“We have felt valued and appreciate the personal attention we have received with our retirement and investments. Whenever we have a question, we just text or email or call and get quick and available answers. Chris and Rachel have gone above and beyond in their kindness and consideration. We also feel comfortable asking questions, sharing concerns, and providing feedback as needed. We feel confident and believe they have our best interests in mind. Thank you.”
-Marcia B.
“Chris and his team are exceptional! They take the time to make sure their investors are comfortable with decisions and explain their product offerings well. Highly recommend them to anyone needing financial planning.”
-Lori H.
“We appreciate you so much. Heather commented yesterday how you are both knowledgeable and friendly. You make the relationship feel like family. You give helpful advice and counsel. We’ll continue to send people your way when we can. Thank you.”
-Scott H.
“We have always been very happy with Chris and Rachel and the way they take care of us. I'd be really happy to recommend Chris and Rachel to anyone who needs financial assistance in this sort of area as I really respect their expertise and how we enjoy working with you.”
-Dave B.
“Cornerstone has done a fantastic job managing our retirement needs. Any time we have ever had a question or concern, they have been right there with an answer or have promptly replied after doing the necessary research. Any time a financial question pops up when talking to friends/family, we always recommend Cornerstone.”
-Jeff T.
“Chris and his team are the best! Keeps us informed and updated as needed. We feel he takes care of us the same as he would his own parents. That's very comforting! We've been with Chris for over 10 years. We feel he has our best interests at heart and we trust that he works with us and not just for us.”
-Jerry and Robin B.
“Chris and Rachel are both friendly and professional. They appreciate your business and are good about looking out for your best interest. They will make recommendations but also offer several options and let you decide what you think works best for you. I have been a customer for 9 years and I am very pleased with the service I receive and the results of the financial decisions that are made.”
-Gail A.