Core Financial Group - Yuba City, California

Address: 1215 Plumas St STE 1502, Yuba City, CA 95991, United States.
Phone: 5307519525.
Website: mycoremoney.com
Specialties: Financial planner, Financial advisor, Financial consultant, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 3.8/5.

📌 Location of Core Financial Group

Core Financial Group 1215 Plumas St STE 1502, Yuba City, CA 95991, United States

⏰ Open Hours of Core Financial Group

  • Monday: 8 am–5 pm
  • Tuesday: 8 am–5 pm
  • Wednesday: 8 am–5 pm
  • Thursday: 8 am–5 pm
  • Friday: 8 am–3 pm
  • Saturday: Closed
  • Sunday: Closed

Overview of Core Financial Group

Core Financial Group, located at Address: 1215 Plumas St STE 1502, Yuba City, CA 95991, United States, offers a comprehensive suite of financial services. Their contact number is 5307519525, and you can find more information on their website mycoremoney.com. This firm specializes in providing expert advice and services in financial planning, advisory, consulting, investment services, and stock broking.

Features and Accessibility

Core Financial Group is noted for its commitment to accessibility and customer service. The office is wheelchair-accessible, complete with a car park and entrance that accommodates wheelchairs. For those who may need to visit in person, it's important to keep in mind that appointments are required. However, the team recommends scheduling these to ensure personalized attention.

Professional Services

The services offered by Core Financial Group are diverse and cater to various financial needs. As a financial planner, they help in setting up retirement accounts and college funds, which is crucial for securing future generations. Being a financial advisor, they provide tailored investment strategies to align with individual goals. Their investment services are designed to grow your wealth, while as a stock broker, they facilitate buying and selling of stocks efficiently.

Customer Feedback and Experience

Based on the reviews available, Core Financial Group has garnered a positive reputation. With an average opinion of 3.8/5 across 4 reviews on Google My Business, customers appreciate the personalized approach and the proactive meetings with professionals like Matthew DiGiacomo. These reviews suggest that clients feel supported and their financial goals are taken seriously.

Recommendation

If you're seeking professional guidance in managing your finances, investing, or planning for the future, Core Financial Group is worth considering. Their website, mycoremoney.com, provides detailed information about their services and how they can assist you. It's recommended to book an appointment in advance to discuss your specific financial needs with their advisors. Given the positive feedback and the comprehensive services they offer, reaching out to them could be a significant step towards achieving your financial objectives. Don't miss this opportunity to take control of your financial future – contact Core Financial Group today through their website to schedule your appointment.

Remember, financial security is an investment in your peace of mind, and Core Financial Group seems ready to help you make that investment wisely.

👍 Reviews of Core Financial Group

Core Financial Group - Yuba City, California
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.

Core Financial Group - Yuba City, California
Samantha C.
5/5

Core Financial Group - Yuba City, California
A V.
1/5

Core Financial Group - Yuba City, California
Jim H.
4/5

Go up