About Cornell Asset Management
Reviews for Cornell Asset Management
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Cornell Asset Management, led by Jacob Cornell, provides exceptional financial guidance and personalized service. Jacob's extensive knowledge and expertise have impressively helped clients achieve their financial goals. He takes the time to understand clients' needs, listens to their financial and life goals, and provides invaluable advice. His responsiveness, regular meetings, and down-to-earth approach have earned him trust and appreciation from clients. Jacob's expertise has saved clients from potential financial pitfalls, and has helped them maximize their investments. Clients highly recommend Cornell Asset Management, praising Jacob's kindness, genuineness, and availability to address their concerns. Whether you are nearing retirement or seeking financial guidance, Jacob and his team are highly recommended.
Jacob review
We met Jacob Cornell at a free Social Security seminar sponsored by State College of Florida. It was very informative and worth our time. We were so impressed with Jacob’s knowledge and presentation that we made an appointment to meet him. We were interviewing for a new financial adviser as our current one clearly did not have our best interest at heart. Little did we know attending that community class would lead us to a true financial professional. He is responsive with our calls and meets with us regularly. I referred him to my sister who recently lost her husband and needed someone to guide and counsel her finances, she has found his advice...read full review
Jacob Cornell takes the time to know me, my family and my needs before sharing opportunities to help me achieve my goals. I always get the feeling and see the demonstrated actions that Cornell Asset Management is working for my best interests.
I met Jacob over 2 years ago at a seminar at a college about social security and Medicare about a year before I planned to retire .. I was at first skeptical about financial advisors in general but thought I might get a couple of tips to help me navigate the next year or so .. well that was an understatement .. it was apparent right away that Jacob is not your ordinary financial advisor .. he is brilliant in finance and much more .. not only has he saved my neck more than once on Medicare costs, taxes and inheritance info while making sure I would be comfortable about my retirement decisions and maximizing my investments, he is also a genuine down to earth, kind, family...read full review