CORNERSTONE Comprehensive Wealth Management

We have been clients of Trini Guillen and Cornerstone since 2014. Trini and the team have been professional, courteous, informative, and attentive to our needs. Through Trini's guidance, we have developed a holistic retirement plan that takes into consideration more than just the fiscal aspects of retirement. We value our partnership with Cornerstone and look forward to continuing to develop our retirement strategy with the team.

Cornerstone has been a game changer. They are super caring about where you are in your life and try to recommend the best strategies for your retirement. I have been involved with bigger companies like Charles Schwab and Merrill Lynch and neither have gotten my retirement to where it is now. I have total confidence in Cornerstone and I highly recommend them to all that I come across looking to better their portfolios. Working with a fiduciary as to a broker is something that can only be a advantage. Fiduciary has to have your interests above all and this company goes far above.

Curtis and the staff at Cornerstone have been amazing. They often address economic questions, in light of the changing economy, before we even inquire. Curtis is available for questions and concerns whenever we reach out via email or phone. We feel confident that our best interest is their priority. If anything happened to either my husband or myself, Cornerstone would be there to navigate us through the process. The ongoing education and communication is stellar.