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Business Profile

Financial Consultants

Core Financial Management
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(805) 551-1953Write a Review

About

Overview

Core Financial Management

Agoura Hills, CA 91301-2713

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BBB Accreditation & Rating

Core Financial Management is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Core Financial Management provides financial advisory services, specializing in retirement planning. The company assists clients with goals-based financial planning, investment strategies, and income solutions for retirement.

BBB Accredited Since: 7/15/2024

Years in Business: 11

Products and Services

Financial Advisory Services, Investment Strategies, Portfolio Management, Retirement Classes, Retirement Financial Planning, Retirement Income Planning

Business Details

Local BBB:
BBB of Los Angeles & Silicon Valley
BBB File Opened:
7/12/2024
Business Started:
1/12/2015
Business Incorporated:
1/12/2015
Type of Entity:
Corporation
Business Management:
Miss Mia Sulak, Managing Partner
Mr. Scott Sulak, Managing Partner

Additional Contact Information

Principal Contacts
Miss Mia Sulak, Managing Partner
Mr. Scott Sulak, Managing Partner
Customer Contacts
Miss Mia Sulak, Managing Partner

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of CRD# 6464577 for this business, issued by Financial Industry Regulatory Authority (FINRA)

Financial Industry Regulatory Authority (FINRA)

Website

Additional Information

Business Categories
Financial Consultants, Financial Services, Financial Planning Consultants, Retirement Planning Services, Investment Management

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