Cory Garcia

Vice President at Spl Financial - Fullerton, CA, US

Cory Garcia's Colleagues at Spl Financial
Priscilla Hansen

Client Services Coordinator

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Oakley Allen

Investment Advisor Representative

Contact Oakley Allen

Sean Lee

Managing Partner/ Founder/ Investment Advisor Representative

Contact Sean Lee

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Cory Garcia's Contact Details
HQ
801 639-0095
Location
Company
Spl Financial
Cory Garcia's Company Details
Spl Financial logo, Spl Financial contact details

Spl Financial

Fullerton, CA, US • 20 - 49 Employees
Financial Services

We believe that all financial advisors may have been created equal, but they're not all the same when it comes to how they've equipped themselves and how they guide clients toward their goals.Naturally, any two advisors may look the same from a distance, but it's their philosophy toward clients that dictates your future. You owe it to yourself to ensure that your philosophy lines up with that of your advisory team's.We believe in providing unbiased and objective advice based solely on your situation, not on sales of proprietary products or corporate constraints.That's why we stand by our own declaration of independence and sit on the same side of the table as the families we serve. We always look after your best interest, guided by an honest assessment of your needs and goals. Your agenda is our highest priority.As your fiduciary, we are straightforward in our advice, transparent in our fees, and responsive in our service.We engage in the relentless pursuit of putting you first in everything we do.Our goal is to educate and empower you to make better decisions with your hard-earned dollars.Financial salespeople and big institutions are generally setup with one objective in mind: profit. While we're very much in business to earn a fair profit, we believe that an educated client is better able to make sound financial decisions.When decisions are made based on facts and logic, retirees have the potential to experience a more successful retirement.Before you embark on a lengthy retirement, wouldn't you like to understand the myths and misconceptions that can wreak havoc on an unprepared retiree?

Financial Services Financial Advisory Services
Details about Spl Financial
Frequently Asked Questions about Cory Garcia
Cory Garcia currently works for Elevated Retirement Group - Salt Lake City.
Cory Garcia's role at Elevated Retirement Group - Salt Lake City is Vice President.
Cory Garcia's email address is ***@elevatemyretirement.com. To view Cory Garcia's full email address, please signup to ConnectPlex.
Cory Garcia works in the Financial Services industry.
Cory Garcia's colleagues at Spl Financial are Priscilla Hansen, Daniel Allgaier, Holly Smith, Trent Colledge, Oakley Allen, Sean Lee and others.
Cory Garcia's phone number is 801 639-0095
See more information about Cory Garcia