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Welcome to Core Partners Financial

CORE Partners Financial is a select group of experienced, like minded Financial Professionals at Investment Planning Counsel who share a common goal: to assist clients by maximizing opportunities. With over 100 years of combined advisory experience, CORE Partners Financial uses a defined approach for financial planning that will assist clients to accumulate, preserve and manage their wealth. As an independently owned, fee based advisory firm, CORE Partners Financial provides unbiased financial advice to individuals, business owners and their families.


Why should you choose us?


Meet the team


Meet the Team


How can we help?

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The Value of Advice

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Spotted in the news

In our news and blog sections, we provide valuable insights into the financial world from our experts.

11 July, 2019

Our Perspective – Tune Out the Noise

In this client-friendly video, Rana discusses the recent market volatility and puts it into historical perspective. He explains what happened and what Counsel is doi
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11 July, 2019

Long-Term Focus Required

Markets stabilized today after yesterday’s sell-off in U.S. equities left the S&P 500 Index down -3.1%, with losses in 13 of the last 14 days.
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11 July, 2019

We're Enhancing Your Online Experience

Watch this video to learn about the exciting features coming soon to your new Personal Financial Website!
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