My account does not register a new balance. I got email confirmation on 12/23/25 that my money was…read morereceived yet it does not show a new balance. The notice did give last 4 digits of my 2 new accounts with Fedelity. Also can not open my account online saying new password no longer is correct. Now a long wait for phone their phone to answer. Not good customer service.

Met with Jasmine Boyden, she was very helpful automating my retirement contributions, planning for…read morefuture investments, and helping me max out contributions. She made the complicated process easy and stress free. I really appreciated her showing me how to use the Fidelity system and then completing the tasks.

Custodian fees are insane, Service and flexibility is poor. I think that they might be trying to…read morerecoup growing expenses on the backs of customers

Its like they are making money on my money but I am for sure not making anything on my own money…read more After a year all I have done is pay a bunch of fees and make a few hundred on my invested money. Crazy ridiculous, planning on going somewhere else.

George and his team are amazing people who are very knowledgeable when it comes to investing. 5…read morestars!

From the owner: Achieving financial success doesn't have to be complicated. It's a matter of deciding what you want…read moreto attain and creating a plan to get you there. That's where we can help. At Marathon Investment Management, we'll work with you to define your goals and develop a blueprint for managing your money and building your wealth.

Great company, the staff was very helpful and they helped me get exactly what I needed with no…read morepressure

Me and My husband were calling a couple of days ago to receive information about a particular…read moreinvestment since we are new to the Colorado area and we found this place. My husband and I didn't even get a chance to speak with an agent because the young lady answering the phones for them had such a horrible,snotty attitude it turned us off immediately. Very rude young lady for such a prestigious company.

Lots of promises from David Harper of high returns, as high as 21% a year from Allianz annuities…read more After 5 years, the annual returns are 1.75%. He got his commission and we got zip. Beware.

From the owner: Cornerstone Financial Consultants endorses a unique team approach to retirement preparation. We…read morework with a team of professionals that includes CPA's and attorneys to help fully integrate retirement strategies that work collectively to provide a solid retirement solution. An effective strategy requires much more than just building assets and protecting them. It often requires a unified effort of qualified team members who understand the client's needs, wants, and can help meet those requirements from a variety of perspectives. The financial management process at Cornerstone Financial Consultants begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: 1) Tax Free retirement strategies 2) Guaranteed spending & income plans 3) College funding 4) Tax management 5) Investment planning 6) Retirement planning 7) Estate conservation 8) Cash management 9) Charitable giving