Corey L. Sneed AIF®, CRC®, CRES
Financial Advisor
For over two decades, I have and will continue to work together with my clients to help plan for the foreseen and to help navigate through and overcome the unforeseen challenges we may face in life together.
Personal & Professional Qualifications:
Master's Degree in Business Management from Albertus Magnus College and a Bachelor's Degree in Business Administration from South Connecticut State University. Attained the CRC® and CRES professional designations to demonstrate commitment to shaping effective retirement planning strategies.
Company History:
During his career in the financial services industry, he has held various leadership positions and has had key contributing roles, including work on a program to help improve client relationship services.
Specialty Services:
S.M.A.R.T. - Financial Coaching & Planning Strategies, and Access to Professional Portfolio Management.
- Estate Planning
- Retirement Planning
- Disability Insurance
- Long Term Care
- Life Insurance
Outside of the office, Corey volunteers his time as an active executive board committee member and board chairman for a local non-profit organization. He also enjoys spending time with his family.