Plan your future, Live your passion, Find your CORE

CONNECT

Address:

1918 Business Center Drive, Suite 110
San Bernardino, CA 92408

Phone:

(909)382-4545 ,(888)410-7900

Fax/Other:

(909)382-4563

Our Services

CORE Financial Advisors offers a wide array of counsel and service for the retired and pre-retirement client. We offer the full array of financial products including stocks, mutual funds, variable annuities, Registered Investment Advisory services, government and agency bonds, municipal securities and CDs. CORE Financial Advisors also offers sophisticated portfolio analysis using the principles of modern portfolio theory, Lifetime Asset Projection simulations, tax reduction planning and implementation, fixed annuities, life insurance and long term care nursing home policies. We also make referrals for Estate Planning and Living Revocable Trust preparation.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck