Listed In: Financial Planning Firms, Investment Services Firms
At Cornerstone Capital Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals… At Cornerstone Capital Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Conway, SC area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Read more
By frank hartley on March 7, 2026 Verified by Google
David Cassidy and the team at Cornerstone Capital Group are exceptional at what they do. They even treat you like family. I want to thank them for sending me a wonderful happy birthday card. Cheers truly to everyone and god bless.
By Alison Jordan on February 11, 2026 Verified by Google
By Kaitlyn Dutton on February 5, 2026 Verified by Google
David Cassidy and the team at Cornerstone Capital Group have been exceptional to work with. From the very first meeting, they took the time to truly understand my financial goals, priorities, and concerns. They’ve helped me build confidence around retirement planning, investment decisions, tax strategies, and more. Their guidance is always personalized and complex topics are explained clearly and thoughtfully. The entire team is professional, responsive, and genuinely acts in my best interest. I highly recommend David Cassidy and his team to anyone looking for trusted, comprehensive financial services.
By Justin Willoughby on February 5, 2026 Verified by Google
Working with him for the past 15 years has been one of the best financial decisions I’ve made. He’s honest, responsive, extremely knowledgeable, and always proactive about helping me stay on track with my goals. I trust his advice completely and appreciate the personal attention he gives. If you’re looking for a financial advisor you can rely on long-term, he’s the one.
By David Cassidy on February 4, 2026 Verified by Google
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Cornerstone Capital Group - Ameriprise Financial Services, LLC 5.0 out of 5.0 based on 5 user reviews.
Business Hours
M-Th 8:30am-5pm, F 8:30am-4pm, Sa-Su Closed
Specialties
Retirement Planning Strategies, Tax Planning Strategies, Consulting on potential benefits and risks of IRA rollovers, Christian Financial Strategies, Financial Planning for Small Business, Charitable Giving Strategies
cornerstonecapitalgroup@ampf.com
1501 Belle Isle Avenue, Suite 240, Mount Pleasant, SC (134 Km Away)
908 3rd Ave, Conway, SC (1 Km Away)
702 B Main Street, Conway, SC (1 Km Away)
5.0 