Cornerstone Financial Group - Shingle Springs, California

Overview of Cornerstone Financial Group

Cornerstone Financial Group, located at 4260 Mother Lode Dr #4, Shingle Springs, CA 95682, United States, stands as a reputable financial advisory service renowned for its dedicated team led by Craig. With a phone number 530-672-1703, potential clients can easily reach out for guidance. Their comprehensive services are accessible online through their dedicated website cfgstrategies.com, ensuring convenience for those who prefer digital interactions.

Key Features and Services

- Financial Planning: Cornerstone Financial Group specializes in offering Financial planning services, tailored to meet the unique needs of their clients. This involves crafting personalized strategies to achieve financial goals, whether it's saving for retirement, investing, or managing debt.

- Accessibility: Recognizing the diverse needs of their clientele, they offer Online appointments, On-site services, and ensure their facilities are Wheelchair accessible. This includes a car park, entrance, and toilet that cater to individuals with mobility issues, demonstrating their commitment to inclusivity.

- Appointments Requirement: Prospective clients are advised to make an appointment to ensure personalized attention. Given the high regard in which the company is held, as evidenced by their reviews, it's highly recommended to secure a slot in advance.

Reviews and Opinions

Cornerstone Financial Group has garnered 3 reviews on Google My Business, with an impressive Average Opinion of 5/5. Clients praise Craig and his staff for their clarity in explaining financial matters and their patience and kindness. One review highlights their commitment to having the "best interest at heart," indicating a strong level of trust and satisfaction among their clients.

Getting Started with Cornerstone Financial Group

For anyone considering financial guidance, here’s what you need to know:

- Contact Information: Begin by calling 530-672-1703 or visiting their website cfgstrategies.com to schedule a consultation.
- Prepare for Your Appointment: It's advisable to have a clear idea of your financial goals and any specific questions you may have.
- Appointment Necessary: Given the personalized nature of their services, an appointment is required to delve into your financial situation in detail.

👍 Reviews of Cornerstone Financial Group

Paul W.

5/5

Craig and his staff are amazing people financially and personally. They explain everything clearly and if they do not know the answer they research or give recommendations of who can help. They are second to none in my book.

Donna A.

5/5

Wonderful financial group! They ha dle all our needs. Check them out

Bill P.

5/5

Craig and his staff are incredibly kind, they show patience with us explaining all of the information we need to know. Personally I feel extremely safe with my future, knowing they have my best interest at heart.