Cornerstone Financial Services - Hendersonville, North Carolina
Address: 610 Sylvan Blvd, Hendersonville, NC 28791, United States.
Phone: 8286969672.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 3.7/5.
📌 Location of Cornerstone Financial Services
⏰ Open Hours of Cornerstone Financial Services
- Monday: 9 am–4 pm
- Tuesday: 9 am–4 pm
- Wednesday: 9 am–4 pm
- Thursday: 9 am–4 pm
- Friday: 9 am–1 pm
- Saturday: Closed
- Sunday: Closed
Cornerstone Financial Services: Your Trusted Partner in Financial Planning
Located at 610 Sylvan Blvd, Hendersonville, NC 28791, Cornerstone Financial Services is a distinguished financial planning firm dedicated to helping clients achieve their financial goals. With a strong commitment to personalized service and expert advice, this company has been serving the Hendersonville community and beyond for many years. Let's delve into the details of this comprehensive financial planning service.
Main Services
- Financial Planning: Cornerstone Financial Services specializes in creating tailored financial plans that align with each client's unique needs, goals, and circumstances. This holistic approach encompasses investment planning, retirement planning, estate planning, tax planning, and risk management.
- Investment Management: The firm offers investment management services designed to grow and preserve clients' wealth. They employ a disciplined, long-term investment strategy that prioritizes diversification and risk control.
- Retirement Planning: Cornerstone Financial Services helps clients prepare for retirement by developing strategies to maximize retirement savings, optimize Social Security benefits, and create sustainable income streams in retirement.
- Estate Planning: The firm provides guidance on estate planning to help clients protect their assets, minimize estate taxes, and ensure their wealth is passed on according to their wishes. They also assist in the administration of estates and trusts.
- Tax Planning: Cornerstone Financial Services offers tax planning services to help clients minimize their tax liability and maximize their after-tax income. They work closely with clients' tax professionals to ensure coordinated and effective tax planning.
Location and Access
Cornerstone Financial Services is situated at 610 Sylvan Blvd, in the heart of Hendersonville, North Carolina. This convenient location provides easy access to the firm for clients residing in and around Hendersonville. The office is located in the Sylvan Valley neighborhood, surrounded by a mix of residential and commercial properties.
For those traveling by car, the office is easily accessible via US-25 and I-26. There is ample parking available on-site, including a wheelchair-accessible parking spot. Public transportation is also an option, with the Henderson County Public Transportation bus stopping nearby.
Featured Characteristics
- Experienced Team: Cornerstone Financial Services is led by Larry and Kathy Stringer, a husband-and-wife team with extensive experience in financial planning. Their combined expertise and dedication to client service have earned them a reputation as trusted advisors in the community.
- Personalized Service: The firm takes a personalized approach to financial planning, taking the time to understand each client's unique situation and goals. They pride themselves on building long-term relationships with their clients and providing proactive, ongoing support.
- Independent and Objective: As an independent financial planning firm, Cornerstone Financial Services is not beholden to any particular investment product or strategy. This allows them to provide objective, unbiased advice tailored to each client's needs.
- Wheelchair Accessibility: The office is wheelchair-accessible, with a dedicated entrance and restroom. This ensures that all clients can access the firm's services with ease.
Practical Information
- Address: 610 Sylvan Blvd, Hendersonville, NC 28791, United States
- Phone: 8286969672
- Website: cornerstonenfservices.com
- Hours of Operation: Monday - Friday, 8:30 AM - 5:00 PM (Appointment recommended)
- Other Points of Interest: On-site parking, wheelchair-accessible entrance and restroom, nearby amenities include restaurants, shops, and a park
Positive Aspects from Reviews
Cornerstone Financial Services has received overwhelmingly positive reviews from its clients, with an average rating of 3.7/5 on Google My Business. Here are some of the positive aspects mentioned in the reviews:
- Expertise and Knowledge: Both Larry and Kathy Stringer are praised for their extensive knowledge and expertise in financial planning. Clients appreciate their ability to provide clear, actionable advice tailored to their individual needs.
- Honesty and Integrity: Clients commend the firm for their honesty and integrity, stating that they can trust their advice implicitly. This trust is built on the firm's commitment to always acting in their clients' best interests.
- Personalized Service: Cornerstone Financial Services is lauded for its personalized approach to financial planning. Clients feel that the firm takes the time to understand their unique situation and goals, and provides tailored solutions to help them achieve their objectives.
- Long-Term Relationships: Many clients have been working with Cornerstone Financial Services for years, testament to the firm's ability to build long-term relationships. This longevity is a reflection of the firm's commitment to client service and ongoing support.
In conclusion, Cornerstone Financial Services is a highly regarded financial planning firm located in Hendersonville, North Carolina. With its personalized approach, experienced team, and commitment to client service, the firm has earned a reputation as a trusted advisor to clients throughout the region. Whether you're looking to plan for retirement, invest your assets, or protect your estate, Cornerstone Financial Services is well-equipped to help you achieve your financial goals.
👍 Reviews of Cornerstone Financial Services
