Coretegic Capital
Finance · Virginia, United States · 1-10 Employees
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Overview
Headquarters
4250 Fairfax Dr Ste 600, Arlington, Virg...Phone Number
(515) 259-0813Website
www.coretegiccapital.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
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ZI Rank
1
1
1
1
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1
About Coretegic Capital
CoreTegic Capital Wealth Management is a fiduciary financial advisory firm based in Arlington, VA, specializing in retirement income planning and wealth management for individuals and families aged 55 and over. The firm offers personalized financial strategies, including investment management, tax planning, and Social Security optimization, all designed to maximize retirement income. Led by CERTIFIED FINANCIAL PLANNER professionals, CoreTegic Capital operates on a fee-only basis, ensuring transparent and objective advice without high commission fees. Their mission is to guide clients through the complexities of financial planning, helping them confidently navigate their financial futures.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Coretegic Capital is experiencing very low activity levels compared to other companies in the Finance sector.
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Coretegic Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Coretegic Capital.
Coretegic Capital Tech Stack
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CoreTegic Capital Wealth Management is a fiduciary financial advisory firm based in Arlington, VA, specializing in retirement income planning and wealth management for individuals and families aged 55 and over. The firm offers personalized financial strategies, including investment management, tax planning, and Social Security optimization, all des... Read More
