Cornerstone Financial Group, LLC

Omaha, NE · Financial planner

Rating
5.0/5
★★★★★ 5.0
Reviews
7
Rank in Omaha
#62
of 257 insurance agents
City Percentile
72%
rating percentile
Address
Cornerstone Financial Group, LLC, 11225 Davenport St #102, Omaha, NE 68154
Phone
(402) 758-0700
Website
cornerstonefinancialgroup.com

Cornerstone Financial Group, LLC is an insurance agent located in Omaha, NE. It is one of 257 insurance agents listed in Omaha. Its 5.0-star rating is above the Omaha city average of 4.3 stars. There are 2 photos associated with this location.

About Cornerstone Financial Group, LLC

Fee-Only Financial Planning and Investment Management

Customer Reviews

★★★★★ 5.0 Don Mattern · Sep 2025

I have been working with Cornerstone for several years and have been extremely pleased with the personal and professional support they provide. They have been a blessing to work with. They exceed expectations every time.

★★★★★ 5.0 Joani Eledge · Aug 2023

I can’t say enough about my Financial Planner, Spencer Schwarting. I’m continually impressed with the amount of knowledge and skill he commands; he takes what can be confusing and patiently makes it understandable. He listens intently and takes my lead, but he does all the technical work to faithfully steward what I’ve entrusted to him. Professional and comfortable; he makes you feel like family. I wholeheartedly can trust his recommendations. And, I wholeheartedly recommend Spencer and Cornerstone for any of your financial needs!

★★★★★ 5.0 Jacob Kmiecik · Jul 2023

I’ve been working with Spencer for a few years now and it has been great. He responds quickly when I have questions and is good at explaining things in a way I can understand. Would recommend!

★★★★★ 5.0 Dawn Strelow · Dec 2017

Dale and Dave have always been fantastic to help us and answer questions, no matter how big or small. Not one regret about seeking their help in securing a strong financial future for our family!

★★★★★ 5.0 Debra Knight · Jul 2023

Cornerstone Financial Group has always been professional, honest, well educated about the world of finance, and personally cares for the client!

Accessibility & Amenities

✓ Wheelchair Accessible Entrance ✓ Wheelchair Accessible Parking Lot ✓ Wheelchair Accessible Restroom ✓ Restroom ✓ Appointments Recommended

Services

Financial plannerFinancial advisorFinancial consultantInvestment service

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This listing is informational. Contact the business directly to verify credentials, services, and availability.