Core Family Office - Woodland Hills, California

Address: 6200 Canoga Ave #305, Woodland Hills, CA 91367, United States.
Phone: 8184047537.
Website: corefamilyoffice.com
Specialties: Investment service, Commercial real estate agency, Finance broker, Financial advisor, Financial planner, Insurance broker, Loan agency, Real estate agency, Tax consultant.
Other points of interest: Identifies as Asian-owned, Identifies as women-owned, Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, LGBTQ+ friendly, Transgender safe space, Appointment required.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Core Family Office

Core Family Office 6200 Canoga Ave #305, Woodland Hills, CA 91367, United States

☎️8184047537

⏰ Open Hours of Core Family Office

Monday: 9 am–6 pm
Tuesday: 9 am–6 pm
Wednesday: 9 am–6 pm
Thursday: 9 am–6 pm
Friday: 9 am–6 pm
Saturday: Closed
Sunday: Closed

Core Family Office

Core Family Office se encuentra ubicada en 6200 Canoga Ave #305, Woodland Hills, CA 91367, United States con un teléfono al 8184047537 y website en .

Esta empresa ofrece Investment service, Commercial real estate agency, Finance broker, Financial advisor, Financial planner, Insurance broker, Loan agency, Real estate agency y Tax consultant.

Core Family Office identifica a sí misma como Asian-owned y women-owned, y ofrece online appointments, on-site services, language assistance, wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible toilet, LGBTQ+ friendly y Transgender safe space, con appointment required.

👍 Reviews of Core Family Office

Core Family Office - Woodland Hills, California

Jamal H.

5/5

Working with Core Family Office has been an absolute game-changer, and I can’t say enough good things about Avneet and Puja. From the moment we began our relationship, they’ve brought a rare combination of professionalism, warmth, and deep financial expertise that’s truly unmatched.

Avneet brings strategic clarity and a big-picture mindset that helps you feel confident about your long-term goals. She doesn't just manage wealth — she helps build a vision around it. Puja, on the other hand, is an operational powerhouse. Her attention to detail, responsiveness, and grace under pressure make every interaction seamless and stress-free.

Together, they’re a dream team. Whether it’s estate planning, tax strategy, or navigating complex investments, I’ve felt supported every step of the way. Most importantly, they genuinely care — not just about the numbers, but about the people behind them.

If you're looking for a family office that operates with integrity, insight, and heart — Core Family Office is it.

Sowjanya M.

5/5

I have become a Customer of Core family group because of the support and advise received from Avneet Kaur and Puja Sohi. They are knowledgeable and patient to answer all questions and make a Prospective Client feel comfortable .No pushy salesy calls either which I appreciate.