Testimonials

At Cornerstone Financial, we believe that the trust and satisfaction of our clients speak volumes about the quality of our financial services. Our testimonials page showcases real experiences from individuals and businesses who have partnered with us to pursue their financial goals. These stories highlight the dedication, expertise, and personalized care we bring to every client relationship.

We invite you to explore their journeys and see how our commitment to excellence has made a difference. Let their stories inspire your confidence in choosing us as your trusted financial partner.

Fred and Peggy W., Client

"We met Craig Watkins and were introduced to Cornerstone Financial Group approximately 9 years ago in February 2016. We initially attended a "How to Maximize your Social Security Benefits" presentation hosted by Cornerstone. We also were interested in getting serious with a retirement savings program as we were in our mid (late) 50's and felt way behind where we should be at this point in our lives. We enjoyed this initial presentation and agreed to meet with Craig again a couple weeks later to discuss our specific situation.

Craig immediately put us at ease and demonstrated how, with a proven plan and method, we could reach attainable, realistic retirement goals. We began working with Craig and his Cornerstone Team to define our plan and what steps were needed to achieve our retirement goals. Craig and Cornerstone are very easy to work with. They lay out the road map and are very good about providing no nonsense guidance to help their clients attain their goals. They were just the right fit for us and our financial needs; not too pushy, but they do keep us honest and help us stay accountable to the plan.

Why was working with Cornerstone Financial Group a good choice for you? Craig and the Cornerstone Team are local, very affordable, and very approachable.

What is the one thing you value most about your relationship with us? It is real, Craig and his Cornerstone Team again are very approachable and always have been helpful every time we have asked for anything related to our plan. They are invested in our success.

We do really appreciate all of your help over the years, it is exciting to see this coming to fruition.

Press On!"

Email - January 7, 2025

Paul W., Client

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.

Google - March 25, 2025

Bill & Nora P., Client

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.

Google - March 30, 2025

Disclosure: Testimonials and endorsements presented may have been provided by current clients of the firm. Individuals providing the comments were not compensated, directly or indirectly, in exchange for their testimonial or endorsement. However, individuals with favorable experiences are more likely to be encouraged to leave reviews. Reviews and opinions presented are not necessarily representative of all clients. Results may vary from those described herein. One should evaluate the advisor’s qualifications and approach to determine suitability for their own needs. Investing carries an inherent element of risk, including potential loss of principal. Past performance is not indicative of future results.