Testimonials

“We sold one of our company for a decent amount of money and wanted to make sure that the places we thought we should invest the money in were the correct places. We knew we wanted to diversify; we knew we wanted to include a retirement account, and we knew we wanted to make sure our kids were taken care of. We wanted to do this with the least amount of risk and the most benefit possible.

Cornerstone Financial Group is the place to go! They were able to answer the million and one questions that we had with ease and patience, never making us feel an ounce of pressure. The time it took for them to get everything set up for us was completely in our hands. They were always on top of it every step of the way.

We are so glad that we chose them. It’s nice to have experts on your side who can answer the difficult questions that you have even after you’ve signed up. You’re not just a number to them.

We would highly recommend the Cornerstone Financial team. They couldn’t have made this better for us.

Thank you”
July 2, 2026

"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!"
January 7, 2025

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.

March 25, 2025

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.

March 30, 2025

“Working with the CFG Strategies team has been a great experience. Craig and his associate Danielle have always taken the time to understand our goals, explained everything in plain English, and never made us feel pressured. Over the years, I’ve always felt like they’re looking out for our best interests.

The biggest change is our confidence in the short and long term process. We have a clear plan and a lot more peace of mind about the future. Craig has always been quick to answer any questions or concerns we have to set our minds at ease. Danielle is a rock. She’s efficient, thorough, and easy to work with.

If you’re on the fence about working with a financial advisor, I’d say it’s absolutely worth it. Having trusted professionals in your corner makes all the difference.”

July 2, 2026

“Cornerstone Financial Group is an investment company that I've been working with for about a decade. They are able to answer any questions I have about investments and build me a very satisfactory portfolio. I am a real amateur when it comes to investing and these folks have made me feel confident and cared for in terms of my financial future. Whether it's by computer, phone, or in-person, I have always had my questions answered, my wishes acknowledged, and my money protected.

I first came to them through a networking group with which I was involved, and I'm glad I did. Since I've always worked for myself, I had no idea about saving for the future and investing my money. Cornerstone Financial turned out to be a very smart decision. I recommend that anyone else in a similar position consider having this company on your side. I'm very glad I got involved with them all those years ago.”

June 30, 2026

“As someone who had let my husband handle the finances in our marriage, I felt unprepared after my divorce to make the right decisions for my financial future. I had decided to let Fidelity, where my employer 401k is handled, make the decisions for me, however, I felt the service was inpersonal and debated whether I was being treated as an individual. After my best friend suggested I attend a Cornerstone seminar, I knew I had found a trusted partner who could help my new husband and I reach our retirement goals with confidence. Craig and Danielle were instrumental in designing a plan that made sense of when to retire and the type of return on my investment that we could expect. They were patient while many questions were asked and always responded quickly. I can't say enough about the peace of mind that Cornerstone has provided. I would encourage anyone looking for financial guidance to contact Cornerstone for quality advice.”

July 7, 2026

• “What led you to seek financial guidance?

I wanted to actually meet the financial advisor in person, as to over the phone with someone like Fidelity

• What decisions or trade-offs you were weighing?

Based on my history of saving, I just needed to know if I had done enough to live my life out comfortably

• What your experience working with our team has been

Simply put, I trust everybody in the office, and the communication is outstanding.

• How things have changed since?

I know I am going to be financially safe until the day comes.

• Anything beyond investments that stood out?

Craig was extremely helpful in getting me through a divorce

• What you'd tell someone considering financial guidance?

That I completely trust the whole staff.”

July 1, 2026

“What led you to seek financial guidance — We were retiring and needed a financial advisor to help us structure our retirement income.

What decisions or trade-offs were you weighing — We knew we needed a plan and felt we didn't have the knowledge to set one into place.

What has your experience working with our team been like — You have all been so wonderful and caring! We are not wealthy, but we have worked very hard over our lives for what we have. Your team has treated us with grace and dignity.

How things have changed since — While we have to watch our spending, we feel very good about the years we have left, unless everything continues to increase in price!

What you'd tell someone considering financial guidance — We would certainly advise them to use a trusted financial advisor if they felt uncertain about their retirement financial picture. Of course, if they lived nearby, we would recommend you!”

July 1, 2026