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Core Wealth Advisors
- Financial Advising
- Indianapolis
About this business
Location details
Indianapolis, 46204, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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.
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 man... read more
Avoid at all costs (pun intended). I wouldn't recommend this company to my worst enemy. Kept wondering why we were losing $$, would make a couple calls and then all of a sudden we would see some financial growth. This was a consistent pattern and a largely consistent problem. They do not practice a fiduciary duty to their clients, which says a lot, and it hurt our family long term. Find a financial firm that puts the clients' needs first and that avoids conflicts of interest. CORE Wealth does not practice these ethics, at le... read more
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.
Frequently asked questions about Core Wealth Advisors
How is Core Wealth Advisors rated?
Core Wealth Advisors has a 4 star rating with 4 reviews.
When is Core Wealth Advisors open?
Core Wealth Advisors is open now. It will close at 6:00 p.m.
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