Financial Planning Office

Our corporate headquarters is located in downtown Fort Collins with satellite offices in Windsor, Colorado and Reno, Nevada. Fassi Financial does business in all 50 states. Fassi Financial specializes in independent, fee based wealth management, protection, distribution and transfer strategies.

Back in 1988, the founders of CORE Financial began working along the front range as independent agencies working in our own hometown markets. We worked together for many years helping families and small businesses plan for, and insure, their financial future. We formed CORE Financial in 2001 and greatly expanded the products and services that we make available to the public. We now have a number of very qualified insurance-licensed individuals and Registered Representatives of Signator Investors, Inc. that have joined together to make up an integral part of our firm.

Waddell & Reed in Fort Collins, CO, is a financial services firm that offers a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized financial planning, Waddell & Reed aims to help clients navigate their financial goals and make informed decisions for their future. Generated from their business information