Our Process

Planning for your financial future starts with a conversation. Getting to know you and your dreams will help us create the best plan for you. Our financial advice is genuine, taking your best interests to heart. With a vast knowledge of investment products and extensive wealth management experience, we can create a tailored plan that suits you best. If you’re looking for a financial advisor you can trust, you’ll find one on our team.

Meet our team

About Us

Fincor Financial Group was established in 1970, and we have been serving clients for over 50 years. When thinking of our company name, we appreciated the concept of complete "Financial Coordination" and streamlined that concept with Fincor. Fincor Financial offers a full range of wealth management and investing solutions. Our services also include employee benefits, group savings plans, critical illness, disability, and life insurance plans. Fincor Wealth Planning Group has partnered with CI Assante Wealth Management as our investment dealer.
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