Insurance Navigator

Cornerstone Wealth and Tax Advisory Group, Inc. - Roseville, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 1540 Eureka Rd STE 103, Roseville, CA 95661, United States.
Phone: 9165960500.
Website: cornerstonewealthtax.com
Specialties: Financial consultant, Tax consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 25 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Cornerstone Wealth and Tax Advisory Group, Inc.

Cornerstone Wealth and Tax Advisory Group, Inc. 1540 Eureka Rd STE 103, Roseville, CA 95661, United States
☎️9165960500

⏰ Open Hours of Cornerstone Wealth and Tax Advisory Group, Inc.

  • Monday: 9 am–3 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–12 pm
  • Saturday: Closed
  • Sunday: Closed

Cornerstone Wealth and Tax Advisory Group, Inc.

Cornerstone Wealth and Tax Advisory Group, Inc. is a highly esteemed financial and tax advisory firm located at 1540 Eureka Rd STE 103, Roseville, CA 95661, United States. The firm can be reached via phone at 9165960500 and through their website at cornerstonewealthtax.com.

With specialties in financial consulting and tax consulting, Cornerstone Wealth and Tax Advisory Group, Inc. offers top-notch services to cater to their clients' diverse needs. The company is dedicated to providing exceptional advice and support for wealth management, financial planning, and tax compliance.

Several key features of Cornerstone Wealth and Tax Advisory Group, Inc. include a wheelchair-accessible parking lot, entrance, and restroom facilities. It is recommended to make an appointment prior to visiting the office and appointments are highly encouraged for the best service experience.

With a solid reputation, Cornerstone Wealth and Tax Advisory Group, Inc. has garnered 25 reviews on Google My Business and holds a remarkable average rating of 4.8 out of 5 stars. Clients have praised the firm for its honest, caring, and professional approach, with one review highlighting the free audit option for clients' finances, allowing them to save on financial planning fees.

Cornerstone Wealth and Tax Advisory Group, Inc. offers a comprehensive range of services to help clients achieve their financial goals while maintaining tax compliance. With a strong commitment to client satisfaction and a dedicated team of experts, this firm is a top choice for individuals seeking reliable financial and tax advice.

👍 Reviews of Cornerstone Wealth and Tax Advisory Group, Inc.

Cornerstone Wealth and Tax Advisory Group, Inc. - Roseville, California
Linda C.
5/5

Doug Clancey is honest, caring and professional. I encourage anyone to do a free audit of your finances and you will be amazed at what you are paying a financial planner in fees. It is at no cost so you have nothing to lose.

Cornerstone Wealth and Tax Advisory Group, Inc. - Roseville, California
Laura L.
5/5

I am financially independent because of the investments I have made with Cornerstone Wealth and Tax Advisory Group. Doug Clancy has a mission to give quality customer service to each client, and he succeeds on every level—timeliness, active listening, compassion, understanding and financial wisdom! His office staff Jenna and Lilly are always polite, friendly and helpful—no matter what your question or concern is. I am so grateful Cornerstone is in my life. They make me feel special as a human being and appreciate my business as well! The delicious dinner he treated his many clients to last night is one of several examples of their gratitude. Thank you Doug and staff!

Cornerstone Wealth and Tax Advisory Group, Inc. - Roseville, California
Agnes C.
5/5

If you want your nest egg in good hands, Doug is the guy who will make sure your retirement fund is safe & protected. His staff & team provide the best customer service for all his clients. Doug is trustworthy & honest with his clients. We are truly blessed to have met him as our financial advisor.

Cornerstone Wealth and Tax Advisory Group, Inc. - Roseville, California
Liping K.
1/5

I had my money with Doug's firm for long time, but because of my illness, I had my husband monitor and manage the transactions. Doug had so many problems with my husband without legitimate reasons and delayed transactions. My information was exposed without my participation, which caused so much headache. Only till recently I had to withdraw some fund and asked for surrender forms, he behaved totally different, like he doesn't know me, which is such a contrast to his image just a couple of months ago when I had visual tele.communication with him. What an ugly and disappointing experience.

Cornerstone Wealth and Tax Advisory Group, Inc. - Roseville, California
Kathy J.
5/5

Doug Clancy is very experienced, professional and provides best options for your financial future based on your individual needs, even if that isn't one of his investment products.

My wife and I have been one of Doug's clients for 13 years and I wouldn't trust anyone, other than Cornerstone (Doug), to look out for me and my personal investments.

Cornerstone Wealth and Tax Advisory Group, Inc. - Roseville, California
Manni M.
5/5

Doug is awesome, best financial advisor ever

Cornerstone Wealth and Tax Advisory Group, Inc. - Roseville, California
Kat K.
5/5

Without a doubt, the absolute best place for anyone looking for a down-to-earth good person to trust with your investments. Doug Clancy is the guy. He goes beyond the expected in service. I cannot express my gratitude enough for him. The entire staff is wonderful!

Cornerstone Wealth and Tax Advisory Group, Inc. - Roseville, California
Gidget F.
5/5

Doug Clancy is wonderful he takes care of his clients. He prides himself on being honest. Very reputable company and advisor. Thank you Doug

Go up