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Core Investments Group is an independent financial services firm located in the Midwest.  We have access to the latest technology and tools of Wall Street but believe our value comes from our service and sensibility of Main Street.    

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (563) 587-8212.



Helpful Content

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.