Financial Planners near Suwanee

“John Bolen has been my trusted advisor for nearly 20 years. I highly recommend him and the Stebbins Bolen Group!“

“Great experience overall staff was super helpful!
Will definitely recommend other family members“

“I have been with Cornerstone Financial for almost 3 years now. When I joined them my investments were not doing well at all and felt that I had reached my personal limit in terms of resources that I had on my own. I came to Cornerstone and they turned things around rather quickly and now my investments are doing extremely well despite the ups and downs of the markets. Sometimes I have questions on what they are doing with my investments, because I am admittedly a control freak when it comes to money. They are willing to answer my questions and explain to me why they are doing certain things. So far, I am very pleased with the progress of my investments and Cornerstone. Everyone there is very professional and very good to work with.“

“James and his team are amazing at what they do and are exceptional in their dealings with their clients! We are very pleased with their services over the past few years we’ve been with them.“

“Chris personally saved my life and secured a better future for me. He makes financial decisions make sense and he breaks it down to where I understood what worked best for my life. I came to Chris in the worst financial state I could have ever been in, I assumed there was no hope for me. He changed my perspective, I was even able to purchase my first home when I never would think that could be possible. If you want someone honest, ethical, smart and trustworthy there is no one better than Chris and I stand by every word.“