Cori Financial & Insurance Services
Cori Financial & Insurance Services is an independent firm located in Scotts Valley, CA, dedicated to helping individuals, families, and businesses protect their assets and achieve financial success. The company offers a wide range of services, including medical, dental, and vision insurance, Medicare supplement plans, life insurance, and tax-deferred annuities for individuals and families, as well as group insurance options for businesses.
With a strong focus on personalized service and professionalism, Cori Financial prides itself on earning the trust of its clients, with nearly all of its business stemming from referrals. The firm engages in a client-centered approach, prioritizing needs and objectives, and providing comprehensive support throughout the implementation of their financial solutions.
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