Core Financial

Planning for retirement means discussing your investments or lack of. It is very personal! Phil made it easy. He explained everything and gave me options in layman’s terms. I usually only give reviews when things go very bad and the customer service makes the situation worse. I decided to give back in this case and give credit where it was due! After receiving my annual statement and reviewing my account with Phil, I know I made the right choice to go with Core Financial. I got a great return on my investment and a great Financial Advisor. He is teaching me how to reach my goals. His assistant is always helpful as well. It’s great to know someone is always there and willing to help.
Oct 24th, 2021

Trusted for over 20 years and believed that Phil had my best interest. The IRA account he set up years ago had sat stagnant for 2 years. I spoke to him about this issue and he said he was going to move the funds into an account with better growth potential. I am not in the Financial business and trusted his advise. Unfortunately, that was not the case and my funds were placed into an annuity with a 10 year surrender term. Worst place to invest for me. Best place for him to invest for his financial gain.
Sep 24th, 2021

No pressure, received good information and presented in an easy to understand manner. We have made several referrals and our friends have been happy.
Aug 16th, 2019

Tried to deal with them but owner is as abrasive as a Brillo pad...
Oct 3rd, 2018

We really did appreciate the time spent in reviewing our accounts and the financial advice provided for our future.
Dec 2nd, 2017