Core Financial Solutions
(11 Reviews)
To be a company leveraging technology, convenience and knowledge to not only service individuals and businesses but to create a more financially educated community.
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Highlights
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In Business Since 2019
Sentiment Analysis
Jonathan took the time to get to know and understand my current situation and make recommendations on how I could better achieve my financial goals.
I use CFS for my personal and professional needs and I highly recommend them!
You bring the documents, he takes care of everything from there.
Not only did he provide me with excellent tax advise but also continued to help me after I filed my taxes by guiding me on what changes I should make on my W4 for the next year.
We worked with Jonathan and had a fantastic experience.
I would highly recommend anyone to utilize Core Financial Solutions for their financial needs.
Jonathan is always available to assist with my financial needs and I greatly appreciate his wealth of knowledge in the field.
They are professional, detailed oriented, and excellent with time management of my time and theirs.
They take their time to explain everything that is going on which I really appreciate and I am not just another number with them.
They made the process easy and was very detailed in explaining everything...
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