Cornerstone Insurance Services and Wealth Advisory
With a rating of 4.9 from 67 reviews, Cornerstone Insurance Services and Wealth Advisory stands out for its personalized service and comprehensive financial planning. Clients appreciate the team's approach to investment strategies and retirement planning. However, some reviews mention that response times could improve during busy periods. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is personalized financial planning and investment strategies. It serves North Charleston and surrounding areas, with $1,000 to $5,000 for comprehensive planning pricing, and the honest trade-offs are response times can vary and some services may have additional fees.
Pros
- Highly rated for personalized service
- Expertise in retirement planning
- Diverse financial products offered
Cons
- Response times can vary
- Some services may have additional fees