About Cornerstone Retirement Advisors, Inc. - Raymond James
Cornerstone Retirement Advisors, Inc. - Raymond James offers a comprehensive approach to financial planning, focusing on three key areas: income, lifestyle, and legacy. Their knowledgeable and patient team helps clients navigate their financial journeys, ensuring that they have the income needed to cover expenses while enjoying retirement. Clients appreciate the down-to-earth communication style and approachability of the team, feeling valued and understood rather than just a number. After interviewing several advisors, many have chosen Cornerstone for their tailored plans and attention to detail. The firm is also praised for clarifying investment options for both retirement and education accounts, leading satisfied clients to transfer their accounts to Cornerstone. Overall, Cornerstone Retirement Advisors aims to provide peace of mind and help clients confidently invest in their best lives.
I'm thrilled CRA is my financial planner and they continue to help me navigate my financial journey. They are a down-to-earth, patient and knowledgable team. They strived to understand and optimize my finances which ensured peace of mind.
After interviewing several different financial advisors, we settled on Cornerstone. It has been an experience that we have been extremely pleased with. I appreciate the communication and approachability they provide to my family. I feel they have tailored a plan that seeks to accomplish my objectives. I am not just a number when I call, they are knowledgeable about my situation down to the smallest detail. Thanks Gary, Winfield, Mackenzie and Susan for the outstanding job you do.
We had our retirement accounts with another company, and never really thought about them. Then we had kids and wanted to start accounts to help with their future education costs. The options were a bit confusing, and a co-worker suggested that I speak with his "guy". They ran through all the options with us and really made the options much clearer. We set up the accounts for all the kids on the spot. The experience has been so good, that we moved our retirements accounts over to CRA as well. We couldn't be happier. Thanks for all of your help with our education and retirement planning!