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

Laura L.

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 C.

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 K.

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 J.

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.

Kat K.

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!

Terry B.

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

Gidget F.

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 M. M. R.

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