Core Wealth Solutions Inc
Core Wealth Solutions provides Wealth Advisory services to progressive CPA firms and law firms with a contemporary approach. Our team of designated financial professionals understands the changing financial landscape and helps CPA firms and law firms stay competitive in todays environment.
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Verified contacts
3
available on Kipplo
LinkedIn employees
2
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- KB
Karen Boudewyn
Senior Wealth Advisor · Sales & Business Development
EmailPhone - HD
Himani Dhaundiyal
Associate - Client Services & Operations · Other
EmailPhone - CN
Collin Noble
President · General Business & Management
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Core Wealth Solutions Inc
3 distinct titles indexed · top 3 shown.
- 1associate - client services & operations
- 1president
- 1senior wealth advisor
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