Reviews for Cornerstone Retirement Advisors, Inc. - Raymond James
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Cornerstone Retirement Advisors, Inc. - Raymond James
1139 Fehl Ln, Cincinnati
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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!
Very Professional group & down to earth. Gary, & Winfield are easy to work with and very helpful. I love there Client Relationship Manager, Angela Schuler, she is so sweet and professional. Great group!