Cornell Asset Management - Sarasota, Florida

Lisa E.

Jacob review

We met Jacob Cornell at a free Social Security seminar sponsored by State College of Florida. It was very informative and worth our time. We were so impressed with Jacob’s knowledge and presentation that we made an appointment to meet him. We were interviewing for a new financial adviser as our current one clearly did not have our best interest at heart. Little did we know attending that community class would lead us to a true financial professional. He is responsive with our calls and meets with us regularly. I referred him to my sister who recently lost her husband and needed someone to guide and counsel her finances, she has found his advice invaluable. If you want a financial advisor who will listens to your financial & life goals and will help you achieve them, Jacob is your fiduciary advisor.

Darlene F.

Our experience with Jacob and his staff has exceeded our expectations. Initially, we discussed our goals which he has followed to the letter. Jacob explained the many possible multiple financial instruments available to us and helped us choose according to our needs. In the two years since our initial contact, he has always been very prompt on getting back to us with any questions we have had. Most impressive to us has been ability to come across as a gentleman, his pleasant and kind demeanor, along with his obvious desire to be of help. We would recommend the Jacob Cornell Group without hesitation.

Susan W.

We feel very fortunate to have Jacob at Cornell Asset Management as our financial advisor for the past 3 years. Jacob has managed our funds well in order to give us piece of mind as we head into our retirement years. His financial approach and strategy has benefitted us thru the ups and downs in the market. We truly appreciate how he goes into the details of our portfolio, making sure that we understand everything while keeping our needs now and in the future clear to us. Jacob and his family are truly kind and passionate about helping everyone achieve their financial goals. We highly recommend Cornell Asset Management to anyone looking for an honest and highly regarded advisor.

Julie B.

I met Jacob over 2 years ago at a seminar at a college about social security and Medicare about a year before I planned to retire .. I was at first skeptical about financial advisors in general but thought I might get a couple of tips to help me navigate the next year or so .. well that was an understatement .. it was apparent right away that Jacob is not your ordinary financial advisor .. he is brilliant in finance and much more .. not only has he saved my neck more than once on Medicare costs, taxes and inheritance info while making sure I would be comfortable about my retirement decisions and maximizing my investments, he is also a genuine down to earth, kind, family man who makes himself available anytime you have questions or concerns and explains everything so that is makes sense “even to me” Please, even if you are a skeptic like I was you will never regret taking to Jacob about your finances no matter how big or small your portfolio might be. Seriously I can’t say enough positive things about Jacob and his team.

nancy N.

Jacob is a stellar human, whom I trust more than any financial advisor I have ever worked with! He was a brilliant analyst even in high school, with such a strong vision of sharing success with others. I never met such a bright young man with such a solid and strong character! Now that I work with him, I’ll never look back at all the disappointing experiences I had with the big institutional advisors. I’m never worried about what the market is doing, because Jacob performs so well throughout; he truly understands my risk tolerance and income needs. He has my holdings well diversified, with limited downside risk, and with guaranteed income for retirement. He spends as much time as needed, to make sure I understand everything and make informed strategic decisions, all stress-free. The people that find Jacob will have a trusted advisor for life, and for the next generation, too! 10*++!!

Thomas Y.

Jacob Cornell takes the time to know me, my family and my needs before sharing opportunities to help me achieve my goals. I always get the feeling and see the demonstrated actions that Cornell Asset Management is working for my best interests.

Kim L.

I have had all of my assets invested with Jacob for over five years. My eggs are doing exceedingly well all in one basket because he is able to diversify in ways that brokers in large firms can't. He has every license possible so that he can offer products that deliver stellar returns with less risk.
I am so pleased with the performance of my portfolio, and equally pleased with the responsiveness of Jacob and his entire staff. This is how you build lifelong relationships!

Rebecca T.

Our family has been trusting Jacob and his team for several years now. Our mother transferred her portfolio first, and then when she passed we all were happy to continue to stay with Cornell Asset Mngt. The process to divide and transfer accounts to beneficiaries is not a simple process. I don't think anyone else could handle all the details better. And today, 1.5 years later (when many report losses with other firms) I couldn't be happier with the status of my holdings. Highly recommend!