The Core Financial Group - San Luis Obispo, California

The Core Financial Group

Address: 1177 Marsh St suite 200-b, San Luis Obispo, CA 93401, United States.

Phone: 8054525327.

Specialties: Financial consultant.

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.

Opinions: This company has 1 review on Google My Business.

Average opinion: 5/5.

Introduction

The Core Financial Group, located at 1177 Marsh St suite 200-b, San Luis Obispo, CA 93401, United States, is a prominent financial consultant that has been serving clients with exceptional care and personalized attention for years. With a strong emphasis on customer satisfaction and a deep understanding of the financial world, The Core Financial Group has built a solid reputation in the industry, as evidenced by their 5/5 average opinion on Google My Business.

Expertise and Experience

With over 40 years of combined experience, the team at The Core Financial Group led by Jeff and Pam, has an unrivaled approach to strategizing and articulating the bigger financial picture. Their expertise and ability to provide comprehensive financial planning and estate advice make them the go-to choice for those seeking reliable and knowledgeable financial guidance.

Services Offered

• Personal financial planning
• Estate planning
• Investment management
• Tax planning
• Retirement planning

Accessibility and Customer Service

The Core Financial Group is committed to providing an inclusive and accessible environment for all clients. With facilities like wheelchair-accessible parking, entrance, and toilets available, they ensure that everyone can access their services without any barriers. Additionally, appointments are recommended, demonstrating their dedication to personalizing their client's experience and offering tailored advice.

Why Choose The Core Financial Group

Choosing The Core Financial Group means partnering with a team of experienced professionals who are committed to understanding your unique financial situation and goals. With their strategic approach, clear communication, and comprehensive services, they can provide you with peace of mind and ensure you're on the right path to achieving your financial objectives.

If you're in need of a financial planner and estate planning expert, Jeff is the subject matter expert you can trust. The Core Financial Group's commitment to excellence, coupled with their wealth of knowledge and dedication to their clients, sets them apart in the industry. Don't hesitate to schedule an appointment and start your journey towards a secure financial future with The Core Financial Group.

👍 Reviews of The Core Financial Group

theodore L.

5/5

Jeff and Pam have been such a blessing to us and our family, with 40 plus years of experience his approach, ability to strategize and clearly articulate the bigger financial picture is unrivalled in the industry. if you are in need of a financial planner and estate planning Jeff is the subject matter expert I would trust hands down! I would recommend getting a second look/peer review of your current financial and estate plan to make sure you aren't missing something.