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.
What more can I say besides I wish there were more than 5 stars to choose from.
Jacob is honest, trustworthy, responsive, in tune and extremely knowledgeable.
I only wish I had a larger sum to invest with him, but he accepted me with the limited amount of assets I have and is helping me a great deal.
I can’t say enough.
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 invaluable.… 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.
1800 2nd Street Suite 756, Sarasota, FL 34236
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