In this episode of Mining for Gold, Jon and Matt sit down with Kim and Brett Suchy, the CEO and COO of Cornerstone Asset Management Group, LLC to explore market volatility, discuss home purchasing strategy, and highlight communication and accountability in building lasting client relationships.
In this episode of Mining for Gold, Jon and Matt sit down with Kim and Brett Suchy, the CEO and COO of Cornerstone Asset Management Group, LLC. Together, they explore the current market’s volatility, discuss how a home purchase fits into an individual's overall financial strategy, and highlight the vital roles that communication and accountability play in building lasting client relationships.
Jon's Info:
JG@grarate.com
GRARate.com/JGoldman
Matt's Info:
MK@grarate.com
GRARate.com/MattKennedy
Reach out to Cornerstone Asset Management, LLC:
www.csamg.com
kim.suchy@csamg.com
Guaranteed Rate Affinity is not being compensated for referring clients to Cornerstone Asset Management Group
1. One of the hosts of this podcast is a client of Cornerstone Asset Management.
2. There was no cash compensation to the host for his testimonial/endorsement of Cornerstone Asset Management.
3. The Advisors with Cornerstone Asset Management have worked with the host for securing personal mortgages, and both parties have made client referrals to each other in the past. No monetary compensation is received for making the referrals. Mortgage rates provided to the Advisors were the best available rates on the market and are not discounted based on the relationship. The fee paid to the Advisor for managing assets of the host has not been discounted for making referrals of prospective clients or specifically for participation on this podcast.
4. Investment advisory services offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Rd, Davenport, IA 52807. 563‐326‐2064. Cornerstone Asset Management Group and Ausdal Financial Partners are separately owned and operated.