Whether you are planning a new addition to the family or an expansion of your business, you have many options to consider. We can apply our experience and knowledge to focus on the CORE issues, so you can focus on the other important details of life.

We believe every business, no matter the size, is an important piece of every community’s economy. As we build our relationship over time, we will know which services best meet your needs, even when changes occur.

The CORE Story

We live and work for the same CORE reasons that you do. By sharing in these interests, we know how crucial it is to create a financial blanket to cover those important moments in your life. You are more than a client, you are our friends and our neighbors. Let us help with building, retaining, and protecting your family and business.



Knoxville Location

1111 N. Northshore Drive
Suite N425
Knoxville, TN 37919
Phone: 865.862.5956

Alcoa Location

422 Marilyn Lane
Alcoa, TN 37701
Phone: 865.268.8001