Plains Wealth Management

I am an ex-oil industry engineer and Brad took over my IRA this year. He made me feel confident that my money is well invested in a diversified portfolio that has given great returns. He takes a holistic approach to view not only that investment but all other assets to understand how they contribute to my financial health. He listened to my concerns and we create a plan together. Highly recommend CorePlus to take care of your investments.

Brad and his team do a thorough job educating their clients and helping to reach retirement goals.

I love all the advisors.The lady who calls to schedule the appointments is very nice.Keep up the good work!