Corey King

Financial Planner

Corey takes pride in using a personalized approach to help his clients design and implement customized financial strategies – giving them the information and confidence they need toward achieving their financial goals.  He is dedicated to developing and implementing financial plans for individuals, and business owners; while focusing on building long standing relationships with each of his clients.  Corey provides guidance to his clients in all areas of financial planning including Investment Planning, Retirement Planning, Estate Planning Strategies, Personal Risk Management and Insurance, Tax Reductions Strategies, Business Owner and Succession Planning.

Corey has been working in the financial industry since 2012 and earned his Licensing in 2013.  He holds FINRA Series 7 and 66 registrations, as well as his Life, Accident and Health License.

Prior to entering the financial industry, Corey was a student at the University of Rochester, where he earned a bachelor’s degree while studying finance, economics, and business.

Currently residing in Rochester, Corey is originally from Fredonia, NY.  An avid outdoorsman he can be found fishing or hunting in his off time.  Corey is also a member and former president of the Rochester Colonials Rugby Football Club.

Phone 585-350-7225