The Core Financial Group - San Luis Obispo, California

Overview of The Core Financial Group

The Core Financial Group, located at 1177 Marsh St suite 200-b, San Luis Obispo, CA 93401, stands out as a premier financial consultancy in the area. With a phone number 8054525327 readily available, they offer expert financial advice tailored to individual and family needs. The company's address is convenient and well-equipped with amenities that ensure accessibility for all clients, including a wheelchair accessible entrance, parking lot, and restrooms. This commitment to inclusivity makes The Core Financial Group a welcoming choice for anyone seeking financial guidance.

Specialties

The Core Financial Group specializes in providing comprehensive financial consulting services. Their expertise lies in strategic financial planning and estate planning, ensuring that clients like you can navigate the complex world of finance with confidence. With over 40 years of experience in the industry, Jeff and Pam have cultivated a reputation for unparalleled insight and strategic thinking, helping families make informed financial decisions.

Recommendations for Potential Clients

For those considering seeking financial advice, The Core Financial Group recommends several key steps:

- Appointments: It's advisable to schedule an appointment in advance to ensure personalized attention.
- Second Opinion: Given the positive reviews, getting a second look at your current financial and estate plan could uncover overlooked opportunities for improvement.
- Accessibility: The company's commitment to being wheelchair accessible demonstrates their dedication to providing service to everyone, making it easier for clients with mobility issues to consult without barriers.

Client Opinions

Clients have left glowing reviews, highlighting the exceptional service provided by Jeff and Pam. One review particularly stood out, mentioning their "unrivalled approach" and "ability to strategize." Clients have praised the firm for its clear articulation of the "bigger financial picture," suggesting a deep understanding of financial strategies that benefit families in the long run. The average opinion on Google My Business is a impressive 5/5, reflecting high levels of satisfaction among their clientele.

Additional Information

While the company's website isn't specified, their website likely serves as a resource for more detailed information about their services, the team's background, and how to get started with their financial planning process. Given the positive feedback, prospective clients might want to visit their website or contact them directly to learn more about how The Core Financial Group can assist in securing their financial future.

👍 Reviews of The Core Financial Group

theodore L.

5/5

Jeff and Pam have been such a blessing to us and our family, with 40 plus years of experience his approach, ability to strategize and clearly articulate the bigger financial picture is unrivalled in the industry. if you are in need of a financial planner and estate planning Jeff is the subject matter expert I would trust hands down! I would recommend getting a second look/peer review of your current financial and estate plan to make sure you aren't missing something.