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Dave Ramsey/SmartVestor

Welcome Dave Ramsey Fan, we’re glad you’re here! We know it can be emotionally tolling to find someone you trust with something as important as your finances. Here’s a few fast facts about us or you can skip this and contact your SmartVestor Pro office right now:

     


  1. As a SmartVestorPro, I bring the heart of service to the work I do each and every day. Our performance is evaluated on a monthly basis through client surveys and the SmartVestorTeam to ensure we are providing you with the best service and advice. Plus, SmartVestoris recommended by Dave Ramsey and a valuable asset to us and to you, our clients.
  2. I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.
  3. I’m more than a “financial planner.” I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
  4. For more information or to schedule an appointment with one of the professionals at Cornerstone, call us at 877-352-9490 or email info@cornerstonefinancialsolutions.com

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SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro.  Your us of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are soley that of the SmartVestor Pro. Raymond James Financial Services does not endorse and is not associated with Dave Reamsey or the SmartVestor program.