COR Financial Partners

COR Financial Partners

Financial-Services

San Diego, Californi...
United States
Company Tagline

Smart Growth. Safe Returns. Peace of Mind.

Industry Category
Financial-Services
Company Description

COR Financial Partners is a premier financial services firm committed to assisting individuals, families, and businesses in reaching their financial aspirations. Located at 9655 Granite Ridge Dr, Suite 200, San Diego, California 92123, US, COR Financial Partners delivers personalized service through a broad spectrum of solutions, including investment management, retirement planning, life insurance, and long-term care protection. The firm’s commitment to Smart Growth, Safe Returns, and Peace of Mind ensures clients receive unparalleled financial guidance.

Dedicated to understanding each client's unique needs, COR Financial Partners crafts customized strategies aligned with long-term objectives. With expertise in areas such as estate planning, wealth management, and financial advisory services, COR Financial Partners ensures that every financial decision is approached with meticulous care and precision. The firm prides itself on empowering clients through continuous education, innovative solutions, and steadfast support, facilitating confident navigation of their financial journeys.

Whether the goal is retirement planning, wealth accumulation, or asset protection, COR Financial Partners provides the necessary guidance and resources for success. The team's profound knowledge in annuities, life insurance, and investment strategies positions COR Financial Partners as a trusted partner in achieving financial security. We invite the manager of COR Financial Partners to create a customized and exclusive company showcase and product listing on our platform, enhancing visibility and commercial opportunities.

COR Financial Partners est une société de services financiers de premier plan qui s'engage à aider les particuliers, les familles et les entreprises à atteindre leurs aspirations financières. Située au 9655 Granite Ridge Dr, Suite 200, San Diego, California 92123, États-Unis, COR Financial Partners offre un service personnalisé grâce à un large éventail de solutions, notamment la gestion des investissements, la planification de la retraite, l'assurance-vie et la protection des soins de longue durée. L'engagement de l'entreprise envers la croissance intelligente, les rendements sûrs et la tranquillité d'esprit garantit à ses clients des conseils financiers inégalés.

Soucieux de comprendre les besoins uniques de chaque client, COR Financial Partners élabore des stratégies personnalisées alignées sur des objectifs à long terme. Grâce à son expertise dans des domaines tels que la planification successorale, la gestion de patrimoine et les services de conseil financier, COR Financial Partners veille à ce que chaque décision financière soit abordée avec un soin et une précision méticuleux. L'entreprise est fière de donner à ses clients les moyens d'agir grâce à une formation continue, des solutions innovantes et un soutien constant, facilitant ainsi une navigation assurée dans leurs parcours financiers.

Que l'objectif soit la planification de la retraite, l'accumulation de patrimoine ou la protection des actifs, COR Financial Partners fournit les conseils et les ressources nécessaires à la réussite. La connaissance approfondie de l'équipe en matière de rentes, d'assurance-vie et de stratégies d'investissement positionne COR Financial Partners comme un partenaire de confiance pour atteindre la sécurité financière. Nous invitons le responsable de COR Financial Partners à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, afin d'améliorer la visibilité et les opportunités commerciales.

Key Personnel / Employees
Kelsey Llamas Angie Lopera MBA Shannon Buccieri Justin Johnson MBA

Compare Companies Side by Side

Compare COR Financial Partners with 3 companies in Financial-Services

4 Companies
Comparison Field
COR Financial Partners
COR Financial Partners
Main Company
Advisor Partner Group
Advisor Partner Grou...
View Profile
RBC Wealth Management Financial Services Inc.
RBC Wealth Managemen...
View Profile
Moore Financial
Moore Financial
View Profile
Founded Year
2017 0 1976
Company Size
2-10 51-200 2-10
City
San Diego, California Toronto, Ontario Frederick, Maryland
Country
United States Canada United States
Skills & Keywords Comparing with main company
14 Total Skills
Financial Services Investment Management Retirement Planning Wealth Management Life Insurance Financial Advisory Estate Planning Marketing Investments Business Development Leadership Financial Planning Long Term Care Annuities
5 Total 5 Unique
Unique Skills:
Business Planning Disability Insurance Income Planning Investing Long Term Care Insurance
7 Total 1 Common 6 Unique
Match 7%
Common Skills:
Financial Services
Unique Skills:
Business Solutions Corporate Solutions High Net Worth Living Benefits Insurance Retirement Solutions Segregated Funds
13 Total 13 Unique
Unique Skills:
401(k) Planning Bonds Education Planning ETFs IRA Strategies Medicare Supplement +7
4
Total Companies
1976
Oldest Founded
2
Countries
38
Unique Skills

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Alternative Company Names

This company is also known as

COR Financial Partners COR金融合夥人 सीओआर फाइनेंशियल पार्टनर्स كور فاينانشال بارتنرز КОР Финансовые Партнеры