CORE Investment Management, LLC - Clearwater, Florida

Overview of CORE Investment Management, LLC

CORE Investment Management, LLC, located at 1401 S Ft Harrison Ave, Clearwater, FL 33756, United States, offers specialized financial planning and investment services. With contact details available via Phone: 727-445-9473, potential clients can reach out directly. Their online presence is solidified through their website coremanagement.net, which provides more insights into their services and how they operate.

Key Features:

- Financial Planning: The firm specializes in crafting personalized financial strategies for clients.
- Investment Services: Offering a range of investment options to help clients grow their wealth.
- Accessibility: The office is wheelchair-accessible, featuring a car park, entrance, and toilet that accommodate individuals with mobility needs.

Additional Points of Interest:

- For convenience and accessibility, CORE Investment Management ensures that their facilities are fully equipped to cater to clients with disabilities, emphasizing their commitment to inclusivity.
- Appointments are recommended to ensure personalized service, reflecting their dedication to client care.

Client Opinions:

- Despite offering financial services, CORE Investment Management, LLC has garnered only 1 review on Google My Business, with an average opinion of 1/5. This low rating suggests that potential clients might want to approach with caution or consider other options for their financial needs.

Recommendations for Prospective Clients:

Given the limited feedback and average rating, it's crucial for anyone interested in financial planning or investment services to conduct thorough research. Here are some steps to consider:
- Research Reviews: Look beyond the first few reviews on platforms like Google My Business. Websites like Trustpilot or Yelp might offer a broader perspective.
- Contact Directly: Use the provided phone number to inquire about their services, accessibility, and how they handle client concerns based on previous feedback.
- Check Services Offered: Visit their website to understand the full scope of their financial planning and investment services to see if they align with your needs.
- Visit in Person: If possible, visit their wheelchair-accessible office to get a firsthand feel of their facilities and professionalism before making a decision.

👍 Reviews of CORE Investment Management, LLC

Daman M.

1/5