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Email Denise

       
   Core Capital

   Financial Services

            ...located in the mountains of Northeast Georgia at
115 Cleveland Street, Suite C, Blairsville, Georgia 30512. 
Phone contacts:  706.781.3230 or 800.742.4392.


30 YEARS OF EXPERIENCE
HELPING PEOPLE WITH THEIR FINANCIAL PLANNING AND RETIREMENT

Basically, financial planning is the balancing of financial market risk with a client’s goals and doing so in a responsible and accountable manner.  Over the last thirty years, investing and saving has become more complex and time consuming with new markets for investing, currency revaluations, more mutual funds and new financial instruments.  While some can still manage their money for the future, over the years more people have come to professional financial planners like Denise Windham, President, Core Capital Financial Services, Inc.

For over 30 years, Denise, who is a Certified Financial Planner, has been helping people achieve their financial goals and plan for their retirement. She has built her practice with hands on experience, service, trust and confidentiality.  Having been in the business in good market periods and bad, Denise knows how to construct diversified portfolios that meet the client’s individual needs using a full range of instruments such as stocks, bonds, annuities, mutual funds and insurance. She has experience managing and planning for large and small pension plans, businesses and individuals.

As an Independent Advisor, she was formerly affiliated with Raymond James Financial Services for the last ten years. Recently, to improve service to her clients, she selected Harbour Investments as her Broker/Dealer.  Harbour Investments was named the 2007 Division 1 Broker Dealer of the Year by Investment Advisor Magazine. 

Denise and her husband Gene moved to Blairsville 10 years ago and are both actively involved in the community with a number of local and state organizations. 
 

Don’t wait to begin your financial planning or get assistance on your retirement funding.   If you have any financial or investment questions, Denise will make every effort to assist you – professionally and confidentially.

I hope I have the opportunity to assist you and your family with your financial needs and goals in the near future.  Our office is located at 115 Cleveland Street, Suite C, Blairsville, GA 30512.  Our phone  is 706-781-3230 or 1-800-742-4392.
Email Denise   
 

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