At each stage in life your interests may change, but your core priorities remain the same.

CORE Benefits and Investments will help guide you in pursuing your goals and protecting your priorities by sharing our experience and insights in financial planning and insurance needs.

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The CORE Story

You are more than our clients, you are our friends and neighbors, and we want to do our part to help protect your families and your business. Because we live and work in the same communities, we share an interest with you to build and retain the Core financial fabric of our area.

Meet our team

Proud Chamber Member


Whether you are planning a new addition to the family or an expansion of your small business, you have thousands of details 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 a core piece of our community’s economy. We will get to know you as individuals and you will know us by name as well. It’s how we know which services will best meet your needs.

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