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VerifiedFinancial Services· Founded 2009

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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HeadquartersAuburn Hills, United StatesEmployees10(1 to 10)Annual revenue<$1MFounded year2009Websitecorefinancialgroup.netLinkedIn profileLinkedIn

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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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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