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Our Story

Since 2002, Core Financial has been serving Lamar, Colorado and its surrounding communities.With a team of professionals personally connected to our town of Lamar, we are first and foremost focused on building and maintaining relationships with our clients. Working with them through the many milestones of life, we also often work with their children and grandchildren.

While our team is comprised of professionals with diverse backgrounds and unique experiences, we all are passionate about our community and what we do everyday. We enjoy the chance our job offers to make a difference in people’s lives, and we take this responsibility seriously.

We understand that taking the first steps toward creating a financial strategy can be overwhelming, and discussing your personal finances with an advisor whom you haven’t yet met may feel uncomfortable. Our goal is to serve clients as trusted advisors who can offer objective advice and personalized recommendations. As part of an independent firm, we are not tied to any one product and have the freedom to develop strategies and recommend solutions we believe are appropriate for each client based on individual needs.

We invite you to contact us to discuss how we can help you develop a financial strategy that addresses your goals.