TOP 30 Trade compliance advisory in Clearwater, Florida

1 results found

CORE Investment Management, LLC is a finance institution located in Clearwater, Florida, United States. Our CORE mission is to develop lasting client relationships that enhance lives and support the realization of dreams through education, communication, objectivity, and service excellence. As a fee-only management firm, we provide impartial investment advice that puts your interests first. Our team, led by President Jim, brings over 50 years of experience in investment management, ensuring a broad economic perspective and a commitment to your financial success. Our dedicated team, including Vice Presidents Helen and Wendy, is focused on providing personalized investment advisory services to help you achieve your goals. Our Chief Compliance Officer, Wendy, has over 25 years of experience in the industry and is passionate about community involvement and philanthropy. Operations Manager Dana brings a wealth of experience in banking and management to ensure efficient operations and client service.