Lcore Wealth Management

Financial Services, 9040 Roswell Rd, Sandy Springs, Georgia, 30350, United States, 1-10 Employees

Phone Number: 40********

Who is LCORE WEALTH MANAGEMENT

We are a team of passionate financial experts who are dedicated to helping you understand your current financial situation, explore your goals, and create personalized strategies to take ...

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Headquarters: 9040 Roswell Rd, Sandy Springs, Georgia, 30350, United States
Employees: 1-10
Revenue: $5 Million to $10 Million

Industry: Financial Services

SIC Code: 7389

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LCORE Wealth Management Org Chart and Mapping

Employees

Robert Omohundro

Cfp & Senior V.P. Of Investments

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Mollie Brown

Operations Manager

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Frequently Asked Questions Regarding LCORE Wealth Management

Answer: LCORE Wealth Management's headquarters are located at 9040 Roswell Rd, Sandy Springs, Georgia, 30350, United States

Answer: We are a team of passionate financial experts who are dedicated to helping you understand your current financial situation, explore your goals, and create personalized strategies to take you where you want to go in life. We focus on helping our clients prepare for a comfortable retirement and help them protect and grow their wealth for future generations. Professional education is critical to our work and our team members invest in themselves through advanced training and elite credentials to help ensure that they skills stay sharp. We build our knowledge to keep up with changing trends and to create strategies that adapt to todays volatile world. When dealing with complex financial issues, specialized expertise matters. To help our clients get the expert advice they need, we have built a trusted network of CPAs, attorneys, estate planners, and insurance specialists. Though we dont claim to know everything, we can promise to find the answers you need within our team or through our network of professional relationships. We built our firm on a service promise that we make to each client: We commit to taking a "hands on" approach to your financial needs and to be your guides, mentors, and coaches on your path to financial independence. We promise to care about your family, your goals, and your dreams, and to be a constant source of reassurance, objective advice, and education every step of the way. As your trusted financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on strategies designed to help you get there, and continually remind you of the importance of maintaining a disciplined approach to addressing your goals. We will offer you compassionate, responsive service at every opportunity; whether you are preparing for retirement, contemplating a real estate purchase, or facing any other financial issue, we want to know. Securities and Advisory Service offered through Centaurus Financial, Inc. a registered broker/dealer and Investment Advisor, member FINRA and SIPC. Centaurus Financial, Inc. and LCORE Wealth Management, LLC are not affiliated. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in (GA)(AL)(AZ)(CA)(CO)(FL)(KY)(NM)(NY)(OK).