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Business Profile

Financial Planning Consultants

Core Management Group, LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

Visit Website(505) 242-6962

About

Overview

Core Management Group, LLC

149 E Calle Don Francisco

Bernalillo, NM 87004

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Find a Location

Core Management Group, LLC has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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    • Core Management Group, LLC

      149 E Calle Don Francisco Bernalillo, NM 87004

    • Core Management Group, LLC

      PO Box 91625 Albuquerque, NM 87199-1625

    Years in Business: 21

    BBB Accreditation & Rating

    Core Management Group, LLC is NOT a BBB Accredited Business.

    To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

    Why choose a BBB Accredited Business?

    About This Business

    My expertise lies in creating customized financial plans tailored to each client's unique circumstances, whether they're planning for retirement, saving for education, or building wealth for the future. I take a holistic approach to financial planning, considering all aspects of my clients' financial lives and collaborating with other professionals, such as attorneys and tax advisors, to ensure a well-rounded strategy.

    Over the years, I've earned the trust and confidence of my clients through my dedication to professionalism, integrity, and client-centric service. I prioritize transparency and open communication, empowering my clients to make informed decisions about their finances with confidence and peace of mind.

    In addition to my hands-on experience, I've also continued to invest in my professional development, staying abreast of industry trends, regulations, and best practices.

    Throughout my career, I've had the opportunity to make a positive impact in the lives of my clients, helping them achieve their financial aspirations and navigate life's transitions with greater financial security. I look forward to continuing this journey, serving as a trusted partner and advisor to my clients for years to come.

    Products and Services

    Financial Planning: This involves helping individuals and families set financial goals and create a plan to achieve them. Financial planners may advise on retirement planning, tax planning, estate planning, and risk management. (FOR Individuals and businesses) No obligation assessment.

    Business Details

    Local BBB:
    BBB Serving New Mexico and Southwest Colorado
    BBB File Opened:
    6/29/2020
    Business Started:
    2/16/2004
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management:
    Ms. Venus T Sanford, Owner

    Additional Contact Information

    Principal Contacts
    Ms. Venus T Sanford, Owner
    Customer Contacts
    Ms. Venus T Sanford, Owner
    Additional Email Addresses
    Sales: Email this Business
    Technical Support: Email this Business
    Customer Service: Email this Business
    Additional Websites
    Website 1

    Additional Information

    Business Categories
    Financial Planning Consultants

    More Resources

    BBB Reports On: Known Marketplace PracticesOverview of Ratings

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