Financial Planners near East Amherst

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“We’ve been working with Cornerstone for over 15 years—both personally and professionally—and their guidance has been invaluable every step of the way.

On the personal side, they’ve helped me navigate retirement planning, life insurance, major purchases, and the strategy behind stock options and 401(k)s from previous employers. I’ve always felt confident knowing I had a partner who truly understood my goals and helped me make informed decisions.

As a business, we’ve partnered with Cornerstone since day one. They helped the us launch with the right financial strategy and continue to support us as we’ve grown into one of the fastest-growing companies on the Inc. 5000 list for the past two years. From employee benefits (including health care, 401(k), profit sharing, and retention tools) to financial planning, lending guidance, and collaboration with our CPA and internal finance team, Cornerstone has played a vital role in our growth.

Their team is trustworthy, thoughtful, and deeply understands the unique needs of our business. I can’t imagine navigating our growth without them. Highly recommend to any individual or company looking for a true financial partner.“

“Gene and his team are the best! They give excellent personalized service. We trust them completely and have recommended them to many friends.“

“Working with Julianne has been nothing short of life-changing. She’s not only helped me create attainable, actionable plans for my financial goals, but she’s also walked with me every step of the way—breaking everything down in a way that actually made sense. Her guidance has transformed the way I approach money, and I’ve become significantly more financially literate, independent, and empowered because of her. Julianne is truly one of a kind—genuine, compassionate, and incredibly knowledgeable. You can tell she deeply cares about her clients, and I’m beyond grateful to have her in my corner.“

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“Mike Minter has been my financial advisor for over 10 years,and throughout this time I have received a very helpful service which has been tailored to my family’s needs. I know nothing of financial matters and would be lost without someone to guide and advise me. Mike is someone I trust absolutely. I know him to be ethical which is important to me, and capable. He is easily approachable, explains things in a way that even I can understand, and allows me to ask any question however obvious or basic.He is reliable and efficient and I would highly recommend him.“

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