Core Financial

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

2120 Milestone Dr Ste 101, Fort Collins,...

Phone Number

(970) 226-2744

Revenue

$6.2 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Core Financial

Core Financial is a full-service financial services firm that specializes in personalized financial planning and investment management. They cater to a diverse clientele, including individuals at various stages of their financial journey, from those 30 years away from retirement to those already retired. The firm emphasizes building long-term relationships based on trust and transparency, offering tailored solutions in areas such as retirement strategies, life insurance, and risk management. Core Financial is dedicated to helping clients achieve their financial goals while ensuring their assets and lifestyle are protected.Explore more
Core Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Core Financial Org Chart

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AS
United States flag for contact location.

Director, Marketing & Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Core Financial

$6.2M
11-50
Private
-
2009
AS
Alexia SmallerDirector, Marketing & Operations
$7.6M
51-200
Private
-
2010
GH
Gary HatchDirector, Human Resources
<$5M
1-10
Private
-
2019
KK
Kelsi KautzDirector, Operations
Illustration of an envelope

Core Financial Tech Stack

A closer look at the technologies used by Core Financial

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Frequently Asked Questions Regarding Core Financial

What is Core Financial's official website?
Core Financial's official website is www.core-financial.net
What is Core Financial's Revenue?
Core Financial's revenue is $6.2 Million
What is Core Financial's SIC code?
Core Financial's SIC: 62,628
What is Core Financial's NAICS code?
Core Financial's NAICS: 52,523
How many employees does Core Financial have?
Core Financial has 11-50 employees
What industry does Core Financial belong to?
Core Financial is in the industry of: Finance, Insurance, Securities Trading
What is Core Financial competition?
Core Financial top competitors include: Harris Financial Group, Alpha Wealth Advisors
What technology does Core Financial use?
Some of the popular technologies that Core Financial uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Tag Manager
How do I contact Core Financial?
Core Financial contact info: Phone number: (970) 226-2744 Website: www.core-financial.net
What does Core Financial do?

Core Financial is a full-service financial services firm that specializes in personalized financial planning and investment management. They cater to a diverse clientele, including individuals at various stages of their financial journey, from those 30 years away from retirement to those already retired. The firm emphasizes building long-term relat... ionships based on trust and transparency, offering tailored solutions in areas such as retirement strategies, life insurance, and risk management. Core Financial is dedicated to helping clients achieve their financial goals while ensuring their assets and lifestyle are protected.Read More

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

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