Cornerstone Financial Group LLC. - Plymouth, Massachusetts

Ethan L.

It was a pleasure working with Andrew to obtain a life insurance policy. Andrew possessed extensive knowledge of the product and capably answered all my questions. He also offered insightful advice on other products that could benefit my family and me. He showed a genuine interest in my personal circumstances, asking questions to determine the best options for me, rather than simply attempting a sale. He suggested products he believed would be suitable. He kept me informed throughout the process, ensuring transparency at every stage. Cornerstone is lucky to have such a great person working for them.

Michelle V.

Working with Cornerstone Financial Group has been an outstanding experience! We cannot say enough about Attar Chalif and his team and how helpful and easy it has been to work with them. Attar has gone above and beyond our expectations of a financial advisor providing prompt responses, excellent communication and offering strategies based on really listening to us and what our needs are. We appreciate the time he takes to build a personal relationship with us and has truly made us feel like his #1 clients!! Attar is highly knowledgeable and his team is very competent. Shawnee is awesome! She has handled all the paperwork and took the stress out of dealing with moving our accounts from our previous financial co. to Cornerstone. We highly recommend Attar Chalif and his team for retirement and financial planning needs and would give 10 stars if we could!

Abrah Z. (.

I recently started working with Attar Chalif from Cornerstone Financial Group. I’m so happy I made the decision to work with him. I am self-employed and am an artsy person, not a numbers person. So I had no clue what I was doing when it came to investing for my retirement.

Attar took his time explaining everything to my husband and me. And he answered all of our questions. He’s extremely knowledgeable and very customer oriented. I look forward to working with him for many years to come. I highly recommend contacting him.

James P.

Attar and Leila were incredibly helpful and knowledgeable. The meetings were relaxed and informative. They spent extra time with us ensuring we understood all of the programs available so we could make the most informed decision possible about our investments. The level of personal attention was greatly appreciated.

Marie K.

I work with Austin Parker. I met Austin six years ago as he was finishing college. He was my tenant. He Is so smart, caring, kind, enthusiastic, driven… I could go on!
It was through fate that we met, because I had inherited some money and wasn’t sure what do with it. I also had two 401k from previous companies that he consolidated. Without any hassles.
My money is making money because of Austin’s hard work and dedication.
I DO NOT PAY for his services. I put money away, just like a bank account, however, the return is higher. Austin makes sure my money is always safe and working for me! FREE MONEY? WHAT Yes Free, it’s called investment!
Call Austin today! He will not steer you wrong!!

Scott V.

I am older and started late to the game of investing. Brendon and the team at Cornerstone Financial actually took the time to have an in-depth zoom call that took longer than expected but I never felt rushed because Brendon genuinely cares about peoples retirement future. In the end they make you feel like part of their family and when I have questions or need more assistance I feel like they drop everything and prioritize people’s needs over their own. Thank you to Brendon, Samantha and the whole Cornerstone team.

Emily R.

I work with Austin and he has been a great financial advisor. We were able to take some of my accounts and put them into an IRA with more risk for my portfolio. Thanks and I’m excited to continue working together.

Andrew S.

Brendon and his team were incredibly helpful. They made rolling several 401ks into a single account incredibly easy and painless. I look forward to continuing to work with their team for years to come.