Schedule a no-obligation 5-10 minute phone call with Core Financial to see if you qualify for a second opinion on your retirement income strategy. We help create financial strategies for people in or nearing retirement that are designed to give them confidence in their financial future.
Since 1982, Core Financial has been working with friends and neighbors throughout the greater Albuquerque area to help them work towards their financial goals through the use of insurance and investment products.We are rooted in the community and have developed our business by creating close, personal relationships with our clients.
Since 1982, Core Financial has been working with friends and neighbors throughout the greater Albuquerque area to help them work towards their financial goals through the use of insurance and investment products.We are rooted in the community and have developed our business by creating close, personal relationships with our clients.
Services
Schedule a no-obligation 5-10 minute phone call with Core Financial to see if you qualify for a second opinion on your retirement income strategy. We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies.
From tax-efficient strategies to investment advice to protecting some of your assets - we'll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.
From tax-efficient strategies to investment advice to protecting some of your assets - we'll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.
If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal. It is important to feel you have control over your future. At Core Financial, we offer our experience and knowledge to design a specific plan of action that helps you work towards you financial independence.
Reviews (4)
William Ogle
Oct 27, 2021
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Planning for retirement means discussing your investments or lack of. It is very personal! Phil made it easy. He explained everything and gave me options in layman’s terms. I usually only give reviews when things go very bad and the customer service makes the situation worse. I decided to give back in this case and give credit where it was due! After receiving my annual statement and reviewing my account with Phil, I know I made the right choice to go with Core Financial. I got a great return on my investment and a great Financial Advisor. He is teaching me how to reach my goals. His assistant
Lori Salas
Sep 21, 2021
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Trusted for over 20 years and believed that Phil had my best interest. The IRA account he set up years ago had sat stagnant for 2 years. I spoke to him about this issue and he said he was going to move the funds into an account with better growth potential. I am not in the Financial business and trusted his advise. Unfortunately, that was not the case and my funds were placed into an annuity with a 10 year surrender term. Worst place to invest for me. Best place for him to invest for his financial gain.
Ricardo Aguilar
Feb 02, 2019
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Janice Gow
Jun 02, 2018
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