Core Investment Group, LLC

★★★★☆

Lars and Richard have been assisting with my financial planning for close to a decade and I wouldn’t trust anyone else. Always responsive and have many different financial vehicles and tax advantaged strategies they deploy for their clients. I would recommend Core to anyone who is not satisfied with their current status quo/cookie cutter planners or just starting out in business. Thanks guys!

★★★★☆

I’d been searching for a new financial advisor to replace my former advisor who had retired. It was a discouraging chore to sort through the labels of “financial advisors” to find the caliber of service I had been accustom to. CORE has the services and strategy I was looking for. Both Richard and Lars express a genuine interest in my goals and have the competency to guide me through the plan to attain them. Good people here.

★★★★☆

Lars and Richard are very smart and responsive. This is not just a competitor to Schwab and such. They are able to assist in creating a very tailored plan.