coreVISION Financial Group

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coreVISION Financial Group Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG L Our job is to manage them.

Wealth creation and preservation is the primary focus coreVISION Financial Group. Without proper planning and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life`s uncertainties and natural calamities. Financial products serve as a medium to help you realize your objectives. An investment vehicle should be selected only after you have conducted an investigation of your goals and an analysis of how you can best pursue them. Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and investment portfolio. The selection of a product should be the last part of your financial process - not the first. Together we can help you identify your goals, analyze your risk profile, assess your needs and establish a plan of action. Maintaining and improving your standard of living, maximizing wealth, helping you prepare for monetary independence in retirement and making sure that your loved ones are always taken care of - these are the goals and the very purpose of the existence of coreVISION Financial Group. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). www.FINRA.org and www.SIPC.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Happy National Boss’s Day!Today, we’re celebrating not one, not two, but THREE incredible bosses who make coreVISION suc...
10/16/2026

Happy National Boss’s Day!

Today, we’re celebrating not one, not two, but THREE incredible bosses who make coreVISION such a great place to work!

Your leadership, dedication, and commitment to our team and clients do not go unnoticed. Thank you for leading with vision, encouraging growth, and creating a workplace where we feel supported, valued, and inspired to do our best.

Happy Boss’s Day from all of us at coreVISION! We’re lucky to have all three of you leading the way!

10/16/2026

CoreVISION, will you go to Prom with us?!

We couldn’t let our amazing bar sponsor miss out on the fun, so we had to make it official with a little promposal!

A huge THANK YOU to CoreVISION for sponsoring the bar and helping us make this event one to remember! We’re so excited to have you be part of a night filled with fun, memories, and unforgettable moments. coreVISION Financial Group

Keep an eye out for more sponsorship and event annoucnements!

Happy Birthday to Brett Rice! Brett is one of our Advisors here at coreVISION Financial Group and celebrated 8 years in ...
09/23/2026

Happy Birthday to Brett Rice! Brett is one of our Advisors here at coreVISION Financial Group and celebrated 8 years in the industry last month!

Happy Birthday to Jason Pike! Jason is one of our Partners here at coreVISION Financial Group and celebrated 22 years in...
09/22/2026

Happy Birthday to Jason Pike! Jason is one of our Partners here at coreVISION Financial Group and celebrated 22 years in the industry this summer!

Tonight! The weather looks perfect!☀️We are looking forward to seeing all of our clients this evening!
09/18/2026

Tonight! The weather looks perfect!☀️We are looking forward to seeing all of our clients this evening!

We are one week away from our annual client event! Please RSVP if you haven’t yet. We look forward to seeing all of our clients there for the best night of the year! Thanks to all below who help make this possible!

•Capone's Downtown Speakeasy
•Scot Shrader and Lindsey Flannery
•Brozinni Pizzeria
•Sherri's Heavenly Balloons
•Grant Martin

We are one week away from our annual client event! Please RSVP if you haven’t yet. We look forward to seeing all of our ...
09/11/2026

We are one week away from our annual client event! Please RSVP if you haven’t yet. We look forward to seeing all of our clients there for the best night of the year! Thanks to all below who help make this possible!

•Capone's Downtown Speakeasy
•Scot Shrader and Lindsey Flannery
•Brozinni Pizzeria
•Sherri's Heavenly Balloons
•Grant Martin

Today, we pause to remember September 11, 2001, and the lives forever changed that day.On this 25th anniversary, we hono...
09/11/2026

Today, we pause to remember September 11, 2001, and the lives forever changed that day.

On this 25th anniversary, we honor those we lost, the families who continue to carry their memory, and the countless heroes who stepped forward with courage and compassion.

We remember. We honor. We will never forget. 🇺🇸

Reminder: Our Office Is Closed TodayWe’ll resume normal business hours tomorrow. Wishing our clients, families, and comm...
09/07/2026

Reminder: Our Office Is Closed Today

We’ll resume normal business hours tomorrow. Wishing our clients, families, and community a safe and relaxing Labor Day!

In observance of Labor Day, our office will be closed on Monday, September 7.We hope you enjoy a safe and relaxing holid...
09/04/2026

In observance of Labor Day, our office will be closed on Monday, September 7.

We hope you enjoy a safe and relaxing holiday weekend with family and friends. Thank you for allowing us to be a trusted part of your financial journey.

Happy Labor Day!

We’re incredibly grateful to support these amazing kids and their baseball teammates. ⚾️There’s nothing better than givi...
08/18/2026

We’re incredibly grateful to support these amazing kids and their baseball teammates. ⚾️

There’s nothing better than giving back to the next generation—watching them grow in confidence, build friendships, and do what they love. We’re proud to be a small part of their journey and can’t wait to cheer them on all season.

A HUGE thank you to Core Vision Financial Group for investing in Indy Clutch Baseball!

Your support means so much to our players, coaches, and families. Thank you for investing in us as we invest in you! Your generosity helps give our boys opportunities to grow, compete, and build memories both on and off the field.

Address

2177 Intelliplex Drive, Suite 201
Shelbyville, IN
46176

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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