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VerifiedFinancial Services· Founded 2014

Core Financial Group

Creating a straightforward financial plan is essential for us. We want to simplify your financial goals by developing a solid foundation while creating confidence. Our mission is to actively guide our clients back to the core of what's important. We want to create a financial foundation that lasts a lifetime. The fundamentals at Core Financial Group begins with planning, commitment, trust, and vision. As planners and partners, we will help you pursue your dreams and work to provide confidence for you and your family. As advisors acting in a fiduciary capacity, our clients' needs come first always. We personally pledge to be intentional as we design, build, and manage your individual financial strategy, with your best interest at heart. Thank you for trusting us with your financial future. Core Financial Group is an independent wealth management firm located in Spokane Valley, Washington. By independent, we mean that our firm has no ties to a product or company. We are free to act in your best interest, without pressure to promote a particular product or strategy. Securities and advisory services offered through Cetera Advisors LLC, a Broker-Dealer and Registered Investment Advisor, Member FINRA / SIPC. Cetera is under separate ownership from any other named entity.

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HeadquartersSpokane Valley, United StatesEmployees11(1 to 10)Annual revenue<$1MFounded year2014Websitecorefinancialgroupnw.comLinkedIn profileLinkedIn

Verified contacts

5

available on Kipplo

LinkedIn employees

11

1 to 10 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

1

tools in use

Monthly traffic

49

organic / mo

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Top roles at Core Financial Group

5 distinct titles indexed · top 5 shown.

  • 1cfo senior founder
  • 1financial planner, investment advisor
  • 1managing partner financial advisor
  • 1managing partner financial planner investment advisor
  • 1managing partner, financial planner, investment advisor

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