Core Financial Group

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

420 N Evergreen Rd Ste 500, Spokane Vall...

Phone Number

(509) 228-3739

Revenue

$7.1 Million

Industry

Finance Securities Trading

About Core Financial Group

Core Financial Group is an independent wealth management firm located in Spokane Valley, Washington, specializing in comprehensive financial planning, wealth management, and trust services. They prioritize client-centered strategies, focusing on individual needs and long-term goals while acting as fiduciaries. Their services include retirement planning, investment management, estate planning, and tax strategy, aimed at helping clients build wealth and protect their assets. The firm emphasizes long-term relationships and open communication to ensure clients' best interests are always at the forefront.Explore more
Core Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Core Financial Group Org Chart

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SG
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Operations Manager, Client Relationship & Man...

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TG
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Client Services Associate & Finance Intern

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OF
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Managing Partner, Financial Planner, Investme...

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RG
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Managing Financial Partner & Planner & Invest...

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EY
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Controls Engineer

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EG
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Financial Planner & Investment Advisor

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Core Financial Group Tech Stack

A closer look at the technologies used by Core Financial Group

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Frequently Asked Questions Regarding Core Financial Group

What is Core Financial Group's official website?
Core Financial Group's official website is www.corefinancialgroupnw.com
What is Core Financial Group's Revenue?
Core Financial Group's revenue is $7.1 Million
What is Core Financial Group's SIC code?
Core Financial Group's SIC: 62,628
What is Core Financial Group's NAICS code?
Core Financial Group's NAICS: 52,523
How many employees does Core Financial Group have?
Core Financial Group has 1-10 employees
What industry does Core Financial Group belong to?
Core Financial Group is in the industry of: Finance, Securities Trading
What technology does Core Financial Group use?
Some of the popular technologies that Core Financial Group uses are: Cloudflare Website Optimization, Enom DNS Hosting, Proofpoint, Datadog
How do I contact Core Financial Group?
Core Financial Group contact info: Phone number: (509) 228-3739 Website: www.corefinancialgroupnw.com
What does Core Financial Group do?

Core Financial Group is an independent wealth management firm located in Spokane Valley, Washington, specializing in comprehensive financial planning, wealth management, and trust services. They prioritize client-centered strategies, focusing on individual needs and long-term goals while acting as fiduciaries. Their services include retirement plan... ning, investment management, estate planning, and tax strategy, aimed at helping clients build wealth and protect their assets. The firm emphasizes long-term relationships and open communication to ensure clients' best interests are always at the forefront.Read More

What are Core Financial Group social media links?
Core Financial Group Linkedin page Core Financial Group Facebook page
Is Core Financial Group a public company?
Core Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Core Financial Group

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