CORE Financial identifies wealth building and protection strategies that help to guide and empower our clients to reach their maximum financial potential. Our approach goes beyond traditional financial planning in that we focus on the pursuit of your wants and dreams. We keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals. Aaron Thierry and James Mundy are Registered Representatives offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC. 39395 West 12 Mile Road, Suite 102, Farmington Hills, MI 48331. 888-466-5453. Aaron Thierry offers Investment Advisory Services through O.N. Investment Management Company. Estate Planning services provided in conjunction with your licensed legal advisor.
View Top Employees from Core Financial Group, LLC| Website | http://www.corefinancialgroup.net |
| Revenue | $24 million |
| Employees | 5 (3 on RocketReach) |
| Founded | 2009 |
| Address | 691 N. Squirrel Rd Suite # 290, Auburn Hills, Michigan 48326, US |
| Phone | (888) 600-1112 |
| Fax | (248) 536-2504 |
| Technologies |
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| Industry | Financial Services, Architecture, Engineering & Design, Construction |
| Competitors | Bay Harbor Wealth Management, Covenant Wealth Advisors, Insight Financial Group, Murray Financial Group Inc |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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Core Financial Group, LLC Questions
The Core Financial Group, LLC annual revenue was $24 million in 2024.
3 people are employed at Core Financial Group, LLC.
Core Financial Group, LLC is based in Auburn Hills, Michigan.
The NAICS codes for Core Financial Group, LLC are [5239, 52, 52393, 523].
The SIC codes for Core Financial Group, LLC are [628, 62].
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