Cornerstone Financial Advisors

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About

We are a premier provider of financial services and life insurance in Idaho Falls and the surrounding areas.

Story

At Cornerstone Financial Advisors we have been helping people pursue their financial goals for nearly 30 years. We work hard to help simplify our clients' financial lives, optimize their investments, and organize their personal financial planning. We work closely with our clients using a comprehensive process to help them grow and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability.

With two locations in southeast Idaho you can be sure you will have access to a reliable representative. Come see us in our Idaho Falls or Pocatello location.

Idaho Falls
1858 E 1st st.
Idaho Falls, ID 83440

Pocatello
1455 Bench Rd, Suite B
Pocatello, ID 83201

We look forward to discussing with you how we can become your family's financial advocate. We think you will appreciate the level of trust and confidence you gain from working with our dilligent and progressive team.

Mission

We are dedicated to providing our clients with the best possible financial solutions to assist them in reaching their financial goals.

Products

Securities and advisory services offered through Cetera Advisors LLC, memberFINRA/SIPC. Cetera is under separate ownership from any other named entity.

Address: 1858 1st Street, Idaho Falls, ID 83401, USA

Phone: (208) 529-6643

Website

State: Idaho

Zip Code: 83401

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Reviews

Cornerstone has exactly the approach that I want in financial help. They educate me on how to make good decisions and then let me make the decisions. In the several years I have worked with them, they have never been pushy. Office staff is friendly and helpful. Real professionals. I recommend them to everyone I can. 

 13 years ago (20-02-2014)

I rolled over my 401K from a previous employer and set up some additional investments. Matt was very knowledgeable and helped me through the entire process! I would recommend Cornerstone Financial to anyone!  

 12 years ago (22-01-2015)

Matt Porter and the staff at Cornerstone Financial are fantastic!  We have been very pleased with the services received at this company.  Their customer service is fantastic.  I would highly recommend this company to anyone seeking a financial advisor.  

 13 years ago (20-02-2014)

Matt Porter has always been helpful and has answered all my questions.  He and the staff at Cornerstone Financial Advisors are so great to work with.

 13 years ago (25-02-2014)

I went to see Matt Porter to get help on how to roll over my 401k plan from my previous employer into a plan that would still work for me in retirement. We rolled it to a Roth and ever since I've recieved sound financial advice on Life Insurance, Mutual Funds, my new 401k plans through my new employer and even help to get my school debt paid off. I am glad I got the help I needed from professionals because we are in a much safer place for it, financially that is. Its been 3 years since I've been using them.

 16 years ago (18-08-2011)

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