Core Financial Group, Llc
CORE Financial identifies wealth building and protection strategies that help to guide and empower our clients to reach their maximum financial potential. Our approach goes beyond traditional financial planning in that we focus on the pursuit of your wants and dreams. We keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals. Aaron Thierry and James Mundy are Registered Representatives offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC. 39395 West 12 Mile Road, Suite 102, Farmington Hills, MI 48331. Aaron Thierry offers Investment Advisory Services through O.N. Investment Management Company. Estate Planning services provided in conjunction with your licensed legal advisor.
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Verified contacts
6
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
32
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- LT
Lisa Thierry
Event & Travel Planner · Other
EmailPhone - PL
Patrick Lalley
Relationship Manager · Sales & Business Development
EmailPhone - BA
Brandon Anderson
Life Insurance Specialist · Sales & Business Development
EmailPhone - DN
Danielle Noonan
Customer Service Specialist · Customer/Client Service
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Core Financial Group, Llc
5 distinct titles indexed · top 5 shown.
- 2customer service specialist
- 1data entry specialist
- 1event & travel planner
- 1life insurance specialist
- 1relationship manager
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