Jamie Mundy

Owner at Core Financial Group - Auburn Hills, MI, US

Jamie Mundy's Contact Details
HQ
N/A
Location
Clarkston, Michigan, United States
Company
Core Financial Group
Jamie Mundy's Company Details
Core Financial Group logo, Core Financial Group contact details

Core Financial Group

Auburn Hills, MI, US • 5 - 9 Employees
Financial Services

CORE Financial identifies wealth building and protection strategies that help to guide and empower our clients to reach their maximum financial potential. Our approach goes beyond traditional financial planning in that we focus on the pursuit of your wants and dreams. We keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.Aaron Thierry and James Mundy are Registered Representatives offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC. 39395 West 12 Mile Road, Suite 102, Farmington Hills, MI 48331. 888-466-5453. Aaron Thierry offers Investment Advisory Services through O.N. Investment Management Company.Estate Planning services provided in conjunction with your licensed legal advisor.

Holisitic Financial Planning Financial Strategy Insurance Planning Investment Management Debt Consulting College Planning Retirement Income Planning Tax Strategy Estate Planning Business Coaching and Strategy Legacy Planning Family Office Business Valuations Financial Wellness Program Financial Education Financial Literacy Exit Strategy Key Person Planning
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Jamie Mundy currently works for Core Financial Group.
Jamie Mundy's role at Core Financial Group is Owner.
Jamie Mundy's email address is ***@corefinancialgroup.net. To view Jamie Mundy's full email address, please signup to ConnectPlex.
Jamie Mundy works in the Financial Services industry.
Jamie Mundy's colleagues at Core Financial Group are Patrick Lalley, Lisa Thierry, Gabriel Gonzalez, Aaron Thierry, Amber Starks, Emily Foulk and others.
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