Investment Services

For most people, investment and wealth management can be very challenging without proper advice and help. Whether planning for retirement, higher education costs, or managing family wealth, CORE Benefits & Investments provides resources and advice to meet your needs. As an independent financial services firm, CORE'S financial consultants have the ability to partner with many investment companies to create the proper portfolio to accomplish your investment goals.

Among the many investment products and advising services we provide, we offer the following:

 • Fee-Based Investment Management

 • Retirement Planning Advice

 • Annuities

 • Full-Service Brokerage Accounts

 • College Planning Advice

 • 529 Plans / ESA's