CORE Financial Information

View Top Employees from CORE Financial

CORE Financial is a full-service financial services firm dedicated to helping our clients build wealth while seeking to protect their hard earned assets, and the lifestyle that they are accustomed to. Our firm is independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Our independence enables us to establish working relationships with a number of well-known investment companies, and insurance providers whose products we leverage to create customized client portfolios.

Website	https://www.core-financial.net
Revenue	$6 million
Employees	23 (7 on RocketReach)
Address	2120 Milestone Dr, Ste 101, Fort Collins, Colorado 80525, US
Phone	+1 970-226-2744
Industry	Finance, Financial Services
Web Rank	29 Million
Keywords	Financial Services, Financial Advisory, Wealth Management, Asset Protection, Portfolio Management, Investment Management, Financial Planning, Wealth Preservation, Retirement Planning, Investment Advisory, Retirement Solutions, Estate Planning, Financial Consulting, Long-Term Financial Planning, Tax Planning, Estate Preservation, High-Net-Worth Individuals, Insurance Services, Risk Management
Competitors	Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, ETRADE Bank c/o ETRADE Financial, LLC, TD Ameritrade +43 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies

CORE Financial Questions

What is the annual revenue of CORE Financial?

The CORE Financial annual revenue was $6 million in 2026.

How many people are employed at CORE Financial?

7 people are employed at CORE Financial.

Where is CORE Financial based?

CORE Financial is based in Fort Collins, Colorado.

What is the NAICS code for CORE Financial?

The NAICS codes for CORE Financial are [5239, 523, 52393, 52].

What is the SIC code for CORE Financial?

The SIC codes for CORE Financial are [62, 628].

Top CORE Financial Employees

Dan Kiehl

Mortgage Loan Originator at CORE Financial

Austin, TX, US
5+
- +1 480-510-XXXX
- +1 973-222-XXXX
- +1 866-594-XXXX
- +1 941-475-XXXX
- +1 863-604-XXXX
- +1 863-213-XXXX
Steve Bodiford

Mortgage Broker at CORE Financial

Niceville, FL, US
5+
- +1 407-884-XXXX
- +1 334-821-XXXX
- +1 770-493-XXXX
- +1 770-821-XXXX
- +1 850-449-XXXX
- +1 850-279-XXXX
Robin Mosier

Administrator at CORE Financial

Lamar, CO, US
2
- core-financial.net
- yahoo.com
2
- +1 719-688-XXXX
- +1 719-336-XXXX

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