At Cora Wealth Management, we help clients bring their personal goals and vision into focus. Through sophisticated financial planning and wealth management, we take pride in being at the core of our clients’ financial lives driven by nearly two decades of financial expertise.
Like many business owners, our story started with a dream, a vision, collaboration, and some serendipitous ingenuity. We derive our name from the Latin word Cora – pupil of the eye – and take pride in bringing clarity to our clients’ vision. With a laser sharp focus, we empower clients to take action on their long-term goals while enjoying life today.
Our Founder, Wealth Management Advisor Gary Shickora and Co-Founder, Chief Operating Officer Charmaine Corbin, work in partnership to lead our growing team with one common goal in mind: to leave a lasting legacy and firm that lives far beyond our founders and touches the lives of our intergenerational clients for decades to come.
Our firm began in 2008 as a part of the fabric of the Greater Philadelphia area. As a leading financial practice head quartered in Southern New Jersey, it’s our honor to make a continually impact on our community in the Greater Philadelphia YMCA and Alex’s Lemonade Stand.
We are thrilled to place our focus on your tomorrow.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 501 Fellowship Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Mount Laurel.
- HQ
- Mount Laurel, NJ
Cora Wealth Management Questions
Cora Wealth Management's LinkedIn profile is https://www.linkedin.com/company/cora-wealth-management
Cora Wealth Management has
1 employees.
View email and phone details for 1
employees at Cora Wealth Management.
Cora Wealth Management's industry is
Financial Services
Cora Wealth Management's top competitors are
Branning Wealth Management,
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Ashford Advisors,
Northwestern Mutual,
Urbanpromise,
Tauzin Wealth Management,
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Heli.
Cora Wealth Management's categories are Financial Services
Cora Wealth Management's founding year is 2008
