Core Financial Group - Yuba City, California

Overview of Core Financial Group

Core Financial Group, located at 1215 Plumas St STE 1502, Yuba City, CA 95991, United States, stands out as a comprehensive financial services provider. With a phone number 5307519525, they offer a range of financial services tailored to meet the diverse needs of their clientele. Their services include financial planning, financial advisory, consultancy, investment services, and stock broking. For those interested in managing their finances more effectively or seeking investment opportunities, Core Financial Group is a noteworthy choice.

Important Information and Features

- Accessibility: Core Financial Group is committed to accommodating all visitors. Their parking area is wheelchair-accessible, and they have a wheelchair-accessible entrance. Additionally, facilities such as a restroom are available.

- Appointment Necessary: To ensure personalized service, appointments are required. However, if this seems inconvenient, note that appointments are recommended to maximize the effectiveness of your visit.

- Accessibility Features: Beyond wheelchair accessibility, they offer a wheelchair-accessible car park and an entrance that is easily navigable for those with mobility aids.

- Online Presence: Their website, mycoremoney.com, provides additional resources and information for potential clients.

Customer Opinions and Engagement

Customer feedback has been largely positive, reflecting a company that genuinely adds value to its clients' financial lives. One review highlights their success in setting up college funds and supplemental retirement accounts, with regular meetings to discuss goals and account progress. This personal touch ensures clients feel supported and engaged in their financial journey. With an average opinion of 3.8/5 across four reviews on Google My Business, Core Financial Group demonstrates a solid reputation for customer satisfaction and reliable financial services.

Recommendation for Potential Clients

If you're seeking a financial partner that can help manage your investments, plan for the future, or simply offer expert advice tailored to your needs, Core Financial Group is worth considering. Given their commitment to accessibility and personalized service, it's recommended to contact them through their website to schedule an appointment. Their dedication to providing financial planning and advisory services, combined with investment opportunities, makes them a valuable resource for anyone looking to secure their financial future. Don't miss the chance to discover how they can assist you in achieving your financial goals. Visit their website at mycoremoney.com to learn more or to set up a time to discuss your financial needs with one of their experts.

👍 Reviews of Core Financial Group

Larry Y.

5/5

Core Financial has been a great company for us. I was able to set up college funds for my kids and a supplemental retirement account. Matthew DiGiacomo meets with us regularly to discuss goals and progress on our accounts. I highly recommend this financial management company.

Samantha C.

5/5

A V.

1/5

Jim H.

4/5