Core Financial Group

  • Financial Services
  • Auburn Hills MI
  • 11 employees
  • Financial Services
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Company Overview

Headquarters
691 N Squirrel Rd Suite # 290, Auburn Hills MI
Website
corefinancialgroup.net
Phone
(888) 600-****
Employees
11
Founded in
2009
Industry
Financial Services
NAICS Code
5239, 52, 52393, 523
SIC Code
628, 62
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Financials & Stats

Revenue

$24B

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Who is Core Financial Group

Core Financial Group is a financial services firm based in Auburn Hills, Michigan. The company employs 11 people and generates an annual revenue of $24 million. Core Financial Group specializes in developing personalized wealth building and protection strategies for clients. They aim to empower individuals to achieve their financial goals by focusing on their unique wants and dreams. The company's approach emphasizes a disciplined approach to financial planning, guiding clients through the process of identifying their objectives and developing a roadmap to achieve them. Core Financial Group's team consists of Registered Representatives, Aaron Thierry and James Mundy, who offer securities through The O.N. Equity Sales Company, a member of FINRA/SIPC. Aaron Thierry also provides Investment Advisory Services through O.N. Investment Management Company. Estate Planning services are offered in collaboration with licensed legal advisors. For inquiries or to learn more about Core Financial Group's services, contact them at 888-466-5453 or visit their website at corefinancialgroup.net. Their office is located at 39395 West 12 Mile Road, Suite 102, Farmington Hills, MI 48331.

Company Leadership

Jamie Mundy

Owner

Phone Email

Core Financial Group Industry Tags

Holisitic Financial Planning
Financial Strategy
Insurance Planning
Investment Management
Debt Consulting
College Planning
Retirement Income Planning
Tax Strategy
Estate Planning
Business Coaching and Strategy
Legacy Planning
Family Office
Business Valuations
Financial Wellness Program
Financial Education
Financial Literacy
Exit Strategy
Key Person Planning
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Core Financial Group Tech Stack

JavaScript
HTML
PHP
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24M 20 Sharon, MA 1995
24M 119 New York, NY 1933
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FAQ

What is the location of Core Financial Group's headquarters?
The headquarters of Core Financial Group are situated at 691 N Squirrel Rd Suite # 290, Auburn Hills MI
What is Core Financial Group's phone number?
Core Financial Group's contact number is (888) 600-****.
What is Core Financial Group's official website?
The official website of Core Financial Group can be found at corefinancialgroup.net.
What is Core Financial Group's current revenue?
As of September 2023, Core Financial Group's annual revenue reached $24B.
How many employees does Core Financial Group currently have?
Core Financial Group employs approximately 11+ people as of September 2023
Which industries is Core Financial Group primarily operating in?
Core Financial Group operates in the following industries: Finance, Credit
Who is the Owner of Core Financial Group?
Core Financial Group's Owner is Jamie Mundy
What are Core Financial Group's industry tags?
Core Financial Group's industry tags include: Holisitic Financial Planning, Financial Strategy, Insurance Planning
When was Core Financial Group founded?
Core Financial Group was founded in 2009.

Employee Directory

Key Employees

LaToya Gibson

President

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Patrick Lalley

Relationship Manager and Wealth Strategist

Phone Email

Lisa Thierry

Event & Travel Planner

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