Core Financial Group, LLC
Company Management

Core Financial Group, LLC

Financial Services Auburn Hills, Michigan, United States 9 employees
Employees
9
Contacts
4
Emails
4
Phones
1
corefinancialgroup.net LinkedIn

Core Financial Group, LLC Overview

Headquarters
Auburn Hills, Michigan, United States
Website
corefinancialgroup.net
Industry
Financial Services
Employees
9
Founded
2009
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
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

About Core Financial Group, LLC

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.

Core Financial Group, LLC Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
1
25.0% coverage

Core Financial Group, LLC Org Chart

Sample employees and titles
Name Title Contact
Aaron Thierry, Ricp ®
Email
Patrick Lalley Relationship Manager at Core Financial
Email Phone
Jamie Mundy Helping People Discover Clarity
Email
Lisa Thierry Personal Trainer & Fitness Instructor
Email

Employees by Management Level

Individual contributor 4 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 1
General 1 1 0

Core Financial Group, LLC Tech Stack

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