Insights

Growing Financial Scope Core Financial Group operates within the financial services sector with an estimated revenue range of one to ten million dollars, indicating a potentially expanding client base that could benefit from advanced financial planning and technology solutions.

Limited Employee Reach With a small team of two to ten employees, the firm may be seeking scalable automation tools, CRM integration, or back-office systems to support growth and enhance operational efficiency.

Technology Adoption Utilizing cloud services like AWS and modern web technologies including PHP, Bootstrap, and Drupal suggests openness to digital transformation, presenting opportunities to introduce proven fintech and cybersecurity solutions.

Market Positioning Being comparable in size and revenue to other boutique financial advisory firms presents chances to offer targeted marketing, branding strategies, and client engagement platforms to strengthen competitive positioning.

Client Engagement Focus Core Financial Group emphasizes personalized client support and guidance, indicating a potential interest in customer relationship management (CRM) tools, client portal upgrades, or financial planning software to deepen client relationships.

Core Financial Group Tech Stack

Core Financial Group uses 8 technology products and services including Amazon Web Services, jQuery CDN, SparkPost, and more. Explore Core Financial Group's tech stack below.

Amazon Web Services

Cloud Hosting

jQuery CDN

Content Delivery Network

SparkPost

jQuery

Javascript Libraries

PHP

Programming Languages

Bootstrap

UI Frameworks

Drupal Multisite

Web Hosting

Apache

Web Servers

Core Financial Group Email Formats	Example	Percentage
First@mycoremoney.com	John@mycoremoney.com	45%
FLast@mycoremoney.com	JDoe@mycoremoney.com	5%
FirstL@mycoremoney.com	JohnD@mycoremoney.com	5%
First@mycoremoney.com	John@mycoremoney.com	45%

Core Financial Group Email Formats

Example

Percentage

First@mycoremoney.com

John@mycoremoney.com

45%

FLast@mycoremoney.com

JDoe@mycoremoney.com

FirstL@mycoremoney.com

JohnD@mycoremoney.com

First@mycoremoney.com

John@mycoremoney.com

45%

Frequently Asked Questions

Where is Core Financial Group's headquarters located?

Core Financial Group's main headquarters is located at 1215 Plumas Street, Suite 1500, Yuba City, CA 95991, US. The company has employees across 1 continents, including North America.

What is Core Financial Group's official website and social media links?

Core Financial Group's official website is mycoremoney.com and has social profiles on LinkedIn.

What is Core Financial Group's SIC code NAICS code?

Core Financial Group's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Core Financial Group have currently?

As of October 2025, Core Financial Group has approximately 8 employees across 1 continents, including North America. Key team members include Partner: A. C.Managing Partner Financial Advisor: C. S.Relationship Manager: C. T.. Explore Core Financial Group's employee directory with LeadIQ.

What industry does Core Financial Group belong to?

Core Financial Group operates in the Financial Services industry.

What technology does Core Financial Group use?

Core Financial Group's tech stack includes Amazon Web ServicesjQuery CDNSparkPostjQueryPHPBootstrapDrupal MultisiteApache.

What is Core Financial Group's email format?

Core Financial Group's email format typically follows the pattern of First@mycoremoney.com. Find more Core Financial Group email formats with LeadIQ.

When was Core Financial Group founded?

Core Financial Group was founded in 2011.

Core Financial Group

Financial ServicesUnited States2-10 Employees

Your Goals, Our Guidance

We strive to provide an experience that both nurtures and encourages the development and accomplishment of our clients' compelling vision of the future.  We believe our clients have the confidence to live life to the fullest knowing that we are here to support them when life's financial challenges and opportunities come their way.

You can reach us at: (530) 751-9525

The financial professionals of Core Financial Group are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Core Financial Group 1215 Plumas St. Suite 1502 Yuba City, CA 95991 (530) 751-9525. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html

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