Core Financial Group - Spokane Valley, Washington

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Core Financial Group: A Comprehensive Overview

Core Financial Group, located at 420 N Evergreen Rd ste 500, Spokane Valley, WA 99216, offers specialized financial planning services. With a phone number 509-228-3739 and an online presence at corefinancialgroupnw.com, this company caters to individuals seeking personalized financial advice. Although the company has received mixed feedback, with an average opinion of 1/5 on Google My Business, it remains an option for those interested in their specific services. Here is a detailed look at what Core Financial Group offers and what to consider when engaging with them.

Location and Accessibility

Situated in Spokane Valley, Core Financial Group is easily accessible with a wheelchair-friendly entrance, parking lot, and restrooms. These amenities ensure that all clients, including those with mobility issues, can visit comfortably. Their address is 420 N Evergreen Rd ste 500, Spokane Valley, WA 99216, making it straightforward to find for potential clients.

Contact Information

For those looking to reach out, Core Financial Group can be contacted at 509-228-3739. This phone number is readily available on their website, allowing prospective clients to easily schedule appointments or inquire about services. The company's recommendation for appointments suggests a structured approach to client interactions, which might be beneficial for those seeking thorough financial planning.

Services and Specialties

Financial Planner is the primary specialty of Core Financial Group. This indicates that the company focuses on providing personalized financial advice tailored to individual or corporate clients. Their services likely encompass a range of financial planning topics such as investment strategies, retirement planning, tax planning, and estate planning. However, it's worth noting that there seems to be limited online information about the specific services offered, which could be a point of concern for potential clients.

Website and Online Presence

The company's website, corefinancialgroupnw.com, serves as a valuable resource for those interested in learning more about their offerings. Although the website's content is not detailed in this response, it's an essential tool for prospective clients to explore services, read testimonials, and understand the company's approach to financial planning. The lack of extensive information online might suggest that the company's focus is more on direct client interaction than digital marketing.

Customer Feedback and Opinions

Core Financial Group has received only one review on Google My Business, with an average opinion of 1/5. This low rating indicates significant room for improvement in customer satisfaction. Prospective clients should approach the company with caution, considering this feedback when evaluating whether their services align with their financial goals and expectations.

Recommendations for Prospective Clients

For those considering engaging with Core Financial Group, it's recommended to:

• Schedule an appointment to discuss specific financial needs and goals.
• Request detailed information about the services offered and how they cater to individual client needs.
• Evaluate the client feedback carefully, though it's important to take it with a grain of salt due to the limited number of reviews.
• Consider visiting the office in person to assess the accessibility and professionalism of the staff before committing to services.
• Prepare thoroughly for meetings by outlining financial objectives and any relevant documentation.

Given the mixed feedback and the focus on personal financial planning, it's crucial for potential clients to have realistic expectations and to thoroughly vet the company's approach and client testimonials before making a decision.

Conclusion

Core Financial Group presents itself as a specialized financial planning service with a commitment to accessibility and personalized advice. However, the average customer satisfaction rating and limited online information suggest that prospective clients should approach this service with a critical eye. Despite the challenges, for those who value a hands-on, personalized approach to financial planning and are willing to overlook the mixed reviews, Core Financial Group could still be a viable option.

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