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CORE Financial Group


Financial Consultants

About Us

We take a different approach when addressing your Financial goals, using time-tested economic principles that have been effective for years as part of legacy planning. We take a thoughtful, strategy-oriented approach based on these principles and financial philosophies to help you grow your wealth and manage loss.

Rep/Contact Info

Patrick Lalley
Wealth Strategist
Jim Manzo
Jamie Mundy
Founding Partner
Aaron Thierry

Chamber Trustees