Finance Mastery Hub

Core Family Office - Woodland Hills, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 6200 Canoga Ave #305, Woodland Hills, CA 91367.
Phone: 84047537.
Website: corefamilyoffice.com
Specialties: Investment service, Commercial real estate agency, Finance broker, Financial advisor, Financial planner, Insurance broker, Loan agency, Real estate agency, Tax consultant.
Other points of interest: Identifies as Asian-owned, Identifies as women-owned, Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, LGBTQ+ friendly, Transgender safespace, Appointment required.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Core Family Office

Core Family Office 6200 Canoga Ave #305, Woodland Hills, CA 91367

☎️84047537

⏰ Open Hours of Core Family Office

  • Monday: 9 AM–6 PM
  • Tuesday: 9 AM–6 PM
  • Wednesday: 9 AM–6 PM
  • Thursday: 9 AM–6 PM
  • Friday: 9 AM–6 PM
  • Saturday: Closed
  • Sunday: Closed

Core Family Office: A Comprehensive Guide

Core Family Office is a highly regarded financial services firm located at 6200 Canoga Ave #305, Woodland Hills, CA 91367. This Asian-owned and women-owned business has established a reputation for excellence in investment services, commercial real estate, finance, and more. You can reach them by phone at 84047537 or through their website corefamilyoffice.com.

SPECIALTIES

  • Investment service
  • Commercial real estate agency
  • Finance broker
  • Financial advisor
  • Financial planner
  • Insurance broker
  • Loan agency
  • Real estate agency
  • Tax consultant

OTHER POINTS OF INTEREST

  • Online appointments available
  • Onsite services provided
  • Language assistance offered
  • Wheelchair accessible entrance and parking lot
  • Wheelchair accessible restroom
  • LGBTQ+ friendly and Transgender safe space
  • Appointment required

With a strong commitment to customer satisfaction, Core Family Office has earned a 5/5 average rating based on 9 reviews on Google My Business. Many clients commend the team's professionalism, focus, and results-oriented approach, as well as their comprehensive service offerings. The core team members, including Avneet Kaur and Puja Sohi, are known for their knowledge, patience, and ability to make clients feel comfortable, without pushy sales tactics.

By offering a wide range of financial services and a welcoming, accessible environment, Core Family Office is well-positioned to assist clients in achieving their financial goals. Whether you require investment advice, real estate assistance, or tax consulting, their experienced team is ready to help.

RECOMMENDATION

If you are searching for a reliable and comprehensive financial services provider, we highly recommend contacting Core Family Office at corefamilyoffice.com or by phone at 84047537. With their commitment to exceptional service and client satisfaction, they are an excellent choice for your financial needs.

👍 Reviews of Core Family Office

Core Family Office - Woodland Hills, California
Sowjanya M.
5/5

I have become a Customer of Core family group because of the support and advise received from Avneet Kaur and Puja Sohi. They are knowledgeable and patient to answer all questions and make a Prospective Client feel comfortable .No pushy salesy calls either which I appreciate.

Core Family Office - Woodland Hills, California
Gurjeet S.
5/5

Professional, focused & result oriented team of Core Family Office has many satisfied clients. It’s a pleasure dealing with the Core Office. 👍

Core Family Office - Woodland Hills, California
Monica K.
5/5

Excellent support and service from Avneet and the Core Team. They “get it” and their full service offering is a huge plus. Highly recommend!

Core Family Office - Woodland Hills, California
Sevada H.
5/5

Fantastic service and very knowledgeable. I would definitely recommend Core to all my family and friends.

Core Family Office - Woodland Hills, California
Jaspreet S.
5/5

They provide an excellent long term well-rounded service! My wife and I are very happy to have their guidance!

Core Family Office - Woodland Hills, California
Cyrus N.
5/5

Great experience. I absolutely recommend them without reservation.

Core Family Office - Woodland Hills, California
Jamal H.
5/5

Working with Core Family Office has been an absolute game-changer, and I can’t say enough good things about Avneet and Puja. From the moment we began our relationship, they’ve brought a rare combination of professionalism, warmth, and deep financial expertise that’s truly unmatched.

Avneet brings strategic clarity and a big-picture mindset that helps you feel confident about your long-term goals. She doesn't just manage wealth — she helps build a vision around it. Puja, on the other hand, is an operational powerhouse. Her attention to detail, responsiveness, and grace under pressure make every interaction seamless and stress-free.

Together, they’re a dream team. Whether it’s estate planning, tax strategy, or navigating complex investments, I’ve felt supported every step of the way. Most importantly, they genuinely care — not just about the numbers, but about the people behind them.

If you're looking for a family office that operates with integrity, insight, and heart — Core Family Office is it.

Core Family Office - Woodland Hills, California
الجوكر ?.
5/5

Go up