Whether chasing your dreams, planning for the future, or going through life's many transitions, you can rely on Kore Financial Group. We are creative problem solvers who believe in providing our clients with cohesive, centralized financial planning and tax-intelligent strategies.
At its 'Kore,' financial planning isn't just about money. It's about feeling secure, stable, and having peace of mind regarding your finances and the future. With decades of combined financial experience and locations throughout Louisiana, the Kore Financial Group team is committed to helping individuals, families, and businesses make informed decisions about their money. We are your trusted, centralized resource for tax-intelligent financial planning.
Build a foundation for financial success.
Plan for a stable and secure financial future.
Pass on your estate with care.
Tax-intelligent planning is at our 'Kore.'
"I don’t have to worry about anything. My finances are in good hands… I trust them.”*
“I have confidence in them; I always have and know they are working in my best interests."*
"Their level of detail is incredible."*
"They have a great response time and knowledge. They look out for me."*
*This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee future success or performance. There was no compensation given for the testimonial.
We believe in providing cohesive, centralized financial planning. Let us help you pursue your goals through our foundational financial planning process.
Helping you focus on what matters most.
Cohesive, centralized financial planning for all.
Building your foundation for financial success.
Annie Fruge, AAMS®
Arthur R. Mixon, CPA
Partner, Associate Financial Advisor
Brad Kolder, CPA/CGMA, JD
Casey Ardoin, CPA, CFE
Financial Services Assistant
Wealth Management Assistant
Matthew Boudreaux, CFP®
Matthew Margaglio, CPA/CGMA
Pamela Moye Manuel, LTCP®
Senior Financial Advisor
Robert Carter, CPA/CGMA
Stephen R. Moore, Jr., CPA, ChFC®, PFS