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

Cornerstone Wealth and Tax Advisory Group, Inc. is a well-regarded financial and tax consulting firm located in Roseville, California. With a convenient address at 1540 Eureka Rd STE 103, this company makes it easy for clients to access their services. The phone number, 65960500, is always available for those who have questions or need to schedule an appointment.

The firm's website, cornerstonewealthtax.com, provides a wealth of information about the company's services, team, and philosophy. As a financial consultant, Cornerstone Wealth and Tax Advisory Group, Inc. offers a range of services designed to help clients manage their finances and achieve their financial goals. These services include investment management, retirement planning, and estate planning.

As a tax consultant, the company provides expert guidance on tax planning, preparation, and compliance. With a team of experienced professionals, Cornerstone Wealth and Tax Advisory Group, Inc. is equipped to handle even the most complex tax situations.

The firm is committed to accessibility, with a wheelchair-accessible entrance, parking lot, and restroom. Appointments are required, but they are recommended to ensure that clients receive the attention and service they deserve.

Cornerstone Wealth and Tax Advisory Group, Inc. has received high praise from clients, with 14 reviews on Google My Business and an average rating of 4.7/5. Here are some of the things that clients have said about the firm:

Cornerstone Wealth and Tax Advisory Group, Inc. has been an invaluable resource for me and my family. Their knowledge and expertise have helped us navigate complex financial and tax situations with ease.
The team at Cornerstone Wealth and Tax Advisory Group, Inc. is friendly, professional, and always available to answer questions and provide guidance. I feel confident that my finances are in good hands with them.
* I highly recommend Cornerstone Wealth and Tax Advisory Group, Inc. to anyone looking for expert financial and tax advice. They have helped me achieve my financial goals and save money on my taxes.

If you are looking for a financial or tax consultant in Roseville, California, Cornerstone Wealth and Tax Advisory Group, Inc. is an excellent choice. With a convenient location, accessible facilities, and a team of experienced professionals, the firm is equipped to handle all of your financial and tax needs.

To learn more about Cornerstone Wealth and Tax Advisory Group, Inc. and their services, visit their website at cornerstonewealthtax.com. You can also call them at 65960500 to schedule an appointment. Don't wait to take control of your finances and taxes - contact Cornerstone Wealth and Tax Advisory Group, Inc. today

Reviews of Cornerstone Wealth and Tax Advisory Group, Inc.

Laura Lee

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!

Agnes Cabrera

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.

Liping Kong

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.

Kathy Johnson

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.

Terry Bales

5/5

Doug is an attentive professional. Cornerstone is a wonderful family run business.

Kat Kiraly

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!

Gidget Foat

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

Cheryl Muzinich MPM RMP

5/5

Doug is great .. love the fixed annuity product and latest bonus. Safe and generous!