Core Advisors Ltd

"Core Advisors Ltd. is so knowledgeable in helping us with all of our financial planning needs! Recommend highly!"

"Thomas and Katie and the staff are top-notch. We couldn't ask for anything more. They are so smart, thoughtful, hard-working. Their strategies and approach to helping clients are the best. They really care. They communicate everything clearly and with precision. They are always there for you to address questions and doubts or confusion. And they're just great people. Also, they are fun to meet with. You enjoy sitting down with them. I'm not the most knowledgeable person (by a long stretch) when it comes to finance and investing. They make it really accessible and less intimidating or overwhelming. So grateful for them. Thank you."

"I have found the owner and staff of Core Advisors to be fantastic. They are knowledgeable, organized, considerate and take the time to help you understand what is happening with your investments. I would highly recommend!"

"We have trusted these wonderful people with our finances for close to 20 years and they have always come through for us. Knowing they have our backs is a great comfort! Thank you Thomas, Katie and all of your colleagues!"

"Core Advisors is wonderful to work with. Everyone there is knowledgeable, timely and always willing to help. I can't recommend them enough!"