Core Financial Group - Yuba City, California

Overview of Core Financial Group

Core Financial Group, situated at 1215 Plumas St STE 1502, Yuba City, CA 95991, stands out as a reputable financial management company, offering a broad spectrum of services including financial planning, advising, consulting, investment services, and stock brokerage. With a telephone number 530-751-9525, clients can easily reach out for professional guidance tailored to their financial needs.

Location and Accessibility

Nestled in Yuba City, Core Financial Group is quite accessible, boasting a wheelchair accessible entrance and parking lot, ensuring that everyone, regardless of mobility, can visit their office without hassle. Inside, the facilities include a restroom for the convenience of their clients.

Appointments and Services

While appointments are required for personalized advice, this policy underscores the company's commitment to providing thorough and tailored financial planning. Clients can expect a detailed and attentive service, focusing on setting up college funds and supplemental retirement accounts, as highlighted by satisfied customers who appreciate the regular meetings with their financial advisor, Matthew DiGiacomo.

Online Presence and Reviews

Core Financial Group maintains an online presence through their website mycoremoney.com, where potential clients can learn more about their services. The company has garnered attention online, with 4 reviews on Google My Business, averaging a commendable 3.8 out of 5 stars. These ratings suggest a high level of satisfaction among their clients, indicating a strong dedication to customer service and financial strategy implementation.

Recommendation

For anyone in search of professional financial guidance, Core Financial Group presents itself as a trustworthy option. Their comprehensive services and accessible location make them a convenient choice for individuals and families looking to secure their financial future. The positive feedback from clients speaks volumes about their commitment to helping their clients achieve their financial goals.

To take the first step towards a well-managed financial future, it's highly recommended to visit their website www.mycoremoney.com to learn more about their offerings and possibly schedule an appointment. Don't wait to secure your financial well-being; Core Financial Group is ready to assist you on your journey to financial stability and growth.

Remember, the key to a successful financial future often lies in the early and informed planning. Core Financial Group is equipped to provide the expertise and strategies needed to navigate the complex world of finance. Contact them today to explore how they can help you achieve your financial objectives.

👍 Reviews of Core Financial Group