Founded in 1989, Core Financial Group is an independent financial services firm based in Florida. The company focuses on providing personalized financial guidance through a team-based approach. Their mission is to help clients build, protect, and preserve their assets by offering a suite of services that includes financial planning, investment management, retirement planning, and insurance. As an independent firm, they partner with LPL Financial for securities and advisory services, allowing them to offer objective advice without being tied to proprietary products.

Founded in

United States