Testimonials

"For over ten years, Don and Leslie have successfully managed our retirement program. We have always been pleased with their performance and to this day we have complete confidence and trust in their abilities."

-William H.

This statement is a testimonial by a client of the financial professional as of 7/27/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Cornerstone Wealth has always been easy to work with and understanding all of our wants and needs. Don Rich is a wonderful teacher and does a wonderful job guiding us in our investments."

-Matthew C.

This statement is a testimonial by a client of the financial professional as of 7/25/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Don and his team took care of my parents finances for years.So when it came time for me to need a financial advisor, I knew that Cornerstone Wealth Management would give me the same caring, trusted, and expert advice that I needed. I have been so happy with the service and relationships with Cornerstone, and am thankful for everything they do for me."

- Brian S.

This statement is a testimonial by a client of the financial professional as of 7/25/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"For over 31 years, and even before that, through thick and thin, through economic booms and bursts, Don and his team at LPL have provided outstanding service and sound investment advice laser-focused on our family's changing needs."

-Anonymous

This statement is a testimonial by a client of the financial professional as of 7/25/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"We have always appreciated Don and his staff. They have been informative and always prompt. Don is very thorough and prompt"

-Agnes P.

This statement is a testimonial by a client of the financial professional as of 7/17/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"I appreciate the professionalism and hands on service I receive from Don and his team"

-Laurie H.

This statement is a testimonial by a client of the financial professional as of 5/4/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"I have absolute trust in Don to watch our backs. We have been clients for over 30 years. Don is loyal, calm, trustworthy and smart! He has been with us through many life crisis and has never broken confidence and stays the course. This wife, Leslie, manages their office and is fast to help with any concerns - they are a great team."

- Janelle L.

This statement is a testimonial by a client of the financial professional as of 5/11/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Conservative and thoughtful financial guidance. Don fits my style and values."

-William L.

This statement is a testimonial by a client of the financial professional as of 7/5/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Marilyn and I have been clients of LPL, Cornerstone Wealth Management, and Don Rich our wealth advisor and his great support team for over 20 years. In that time, we have always been treated with the utmost respect and professional outlook for our financial goals. With his knowledge and experience, Don does a great jobs for his clients. Looking forward to many more years being Don's clients."

-Keith A.

This statement is a testimonial by a client of the financial professional as of 8/17/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Don is a good fit for us. We appreciate and trust his years of experience and knowledge of investment markets. Don and his staff are responsive to our questions and needs."

-Dale K.

This statement is a testimonial by a client of the financial professional as of 8/17/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Because of Don Rich, he is one of the most honest and sincere person I know. He puts your interest and welfare before his and the office staff are amazing."

- Henry B.

This statement is a testimonial by a client of the financial professional as of 8/23/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"We have been with Don for many years. Don understands the market very well and gives solid advice. We appreciate the fact that he is interested in our concerns and questions."

-John G.

This statement is a testimonial by a client of the financial professional as of 8/15/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Don and his staff have our best interests in mind when helping us manage our investments portfolio."

-John A.

This statement is a testimonial by a client of the financial professional as of 8/15/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"My husband and I have been clients of Don Rich since the early 70's. We just walked in off the street looking for someone to manage our money. Best choice we ever made. Don has been kind and caring through the years. Especially when my husband passed away. He is a credit to LPL Financial."

-Patricia L.

This statement is a testimonial by a client of the financial professional as of 8/17/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Cornerstone has done very well in managing my account in these turbulent times. Don and his staff have been great to work with."

- Brian M.

This statement is a testimonial by a client of the financial professional as of 8/10/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"We have used Don Rich as our professional financial advisor for many years. He has always made our wellbeing a priority and has provided excellent personal service. At Cornerstone they know us. We aren't just a name."

-Steve B.

This statement is a testimonial by a client of the financial professional as of 8/14/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Don Rich at Cornerstone has managed our portfolio for over 20 years. He has always done so with the utmost courtesy and professionalism. We highly recommend him to anyone seeking financial advice."

-Todd F.

This statement is a testimonial by a client of the financial professional as of 8/31/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Don has been my financial advisor for many years and I can always trust that he will offer sound advice concerning my investment. I appreciate his wise counsel as well as his friendly approachable demeanor."

-Karen L.

This statement is a testimonial by a client of the financial professional as of 9/5/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"My wife Debbie and I feel very comfortable speaking and investing with Don. He is personable, encouraging and always willing to take the time to teach us, direct us in our plans and goals. I would encourage anyone in who is looking for honest and moral directions in the financial world or in life decisions. He's really great!" 

- Dale M.

This statement is a testimonial by a client of the financial professional as of 9/5/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"I value the following about this company:

1. The expertise and expereice that Don Rich possesses in managing our finances.

2. The friendliness, responsiveness and sincerity of all the staff in his Kalispell office.

3. I feel confident and trust thri service.

-Melissa C.

This statement is a testimonial by a client of the financial professional as of 9/28/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"I have known Don for some time (I refereed his kids when they played basketball and they are now grown with their own families). I can count on Don to contact us throughout the years to make sure all is well and to see if we have any questions. I am set up with Cornerstone to have our financial staff available in an emergency which is nice."

-Randy A.

This statement is a testimonial by a client of the financial professional as of 10/10/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Don Knows a lot about investments and is very knowledgeable. Don and his staff are also very nice and personable. Don and his staff are always helpful."

-Darcee M.

This statement is a testimonial by a client of the financial professional as of 10/10/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Cornerstone sets up yearly appointments to help explain and guide us through what is best for our family and our business. We appreciate their great communication, prompt return calls and updates on new and happening events."

-Christie B.

This statement is a testimonial by a client of the financial professional as of 10/12/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"We have been with Don for many years. Don, Leslie and staff are a pleasure to work with, friendly and always professional."

- Thomas K.

This statement is a testimonial by a client of the financial professional as of 10/12/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"About 30 years ago I met Don at, of all places, a horse show, where his sons were riding quarter horses. I learned Don was a financial guy and we met at a local restaurant and had a chat. I changed my IRA over to Don slash LPL and have been there ever since. I've stayed there because I like what he has done with my money and I enjoy working with him. He has personally taken my account and treated me like one of the family, at least I feel that way. When I someone as good as he is and personable I tend to stick with them."

-Dana F.

This statement is a testimonial by a client of the financial professional as of 10/19/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Don has managed my account for a number of years. He explains things very clearly. Number 1 reason - I trust him and he has a wealth of knowledge."

-Debra T.

This statement is a testimonial by a client of the financial professional as of 10/19/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Don and Leslie are wonderful professionals, wonderful people. I am so lucky to have them in my life! Anything I need, they are right there. They go above and beyond always. They are my best friends, love them lots!"

-Debra C.

This statement is a testimonial by a client of the financial professional as of 10/19/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Cornerstone has been very easy to work with and has our best interests in mind. They are quick to respond and help in any way they can. After years of working with them I have the utmost trust."

-Emily B.

This statement is a testimonial by a client of the financial professional as of 10/30/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Why I value doing business with Cornerstone Wealth Management Partners: I value doing business with your office for the following reasons: -prompt, courteous service - office staff are always welcoming and friendly - Don is knowledgeable in financial planning and does so with experience, encouragement and integrity; he has truly been the cornerstone for me after I experienced a life event and needed financial advisement I could trust."

-Rhonda K.

This statement is a testimonial by a client of the financial professional as of 11/14/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Don and his team are the friendliest people we know. He has always kept us informed of the latest insights concerning our investments. We love taking our old papers to his annual shred event."

-Raymond C.

This statement is a testimonial by a client of the financial professional as of 11/14/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Don helps me understand all the things about investing that the average person doesn't know normally."

-Chris C.

This statement is a testimonial by a client of the financial professional as of 11/14/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Don has always taken good care of my parent's financial help. I've found Don to be a straight shooter and he has my thanks."

-Scott M.

This statement is a testimonial by a client of the financial professional as of 11/14/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.