Core Financial Advisors
Financial Services in San Bernardino, CA
CORE Financial Advisors is committed to the principle that you are an personal with specific requirements, goals, and concerns. We believe that there is a need in the Inland Empire for advisors who reject the world's devotion to mass marketing and so called mass solutions. We reject all cookie-cutter plans, and refuse to try to fit our customers into some predetermined path. CORE Financial Advisors is committed to the principle that you deserve personal attention and service on a continuing basis.
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About Us
read moreCORE Financial Advisors offers a wide array of counsel and service for the retired and pre-retirement client. We offer the full array of financial products including stocks, mutual funds, variable annuities, Registered Investment Advisory services, government and agency bonds, municipal securities and CDs. CORE Financial Advisors also offers sophisticated portfolio analysis using the principles of modern portfolio theory, Lifetime Asset Projection simulations, tax reduction planning and implementation, fixed annuities, life insurance and long term care nursing home policies.
Calculators
read moreOur financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments.
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