-
February 2022 by Jeff Flodder
These guys are true professionals that no there craft. Very knowledgeable about the stock market and tax strategy. Recommend them to all my friends and business associates.
-
February 2021 by Joe Bedwell
I have been a client of Joby and Brad at CORE Wealth Advisors for several years now. I am not a large client, yet, I have always felt as if I mattered and had access to them whenever I had questions. They take the time on a regular basis to review my plan with me and make sure nothing has changed significantly to ensure I am still on track to meet my goals. They make sure they have the full picture and ask questions I hadn't thought of to make sure the plan is as complete and accurate as possible. I have recommended them many times and this year, my fiancé started working with them as well. I'm a fan!
-
February 2021 by James Coveney
Joby and Brad are exceptional at listening to and partnering with us, helping create a plan, and keeping us engaged as we execute the plan together.
