Core Focus Financial Group

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.


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Core Focus Financial Group: An Ameriprise advisory practice serving the Bellevue, WA area.
Core Focus Financial Group: An Ameriprise advisory practice serving the Bellevue, WA area.

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Advisors

Matthew Truscott, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Matthew Truscott

Financial Advisor

Managing Director
Visit Matthew Truscott's website

Team

Jacinda Harris

Jacinda Harris

Client Service Associate

Roles & Responsibilities

  • Deliver accurate, responsive service to clients in order to satisfy both criticial rquests and questions on a daily basis
  • Performs ACHs, wire transfers, IRA contributions, withdrawals and RMDs.
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