Corey Simone

As an advisor, Corey enjoys helping clients define and achieve their healthcare and financial goals.  In working with his loyal client base, Corey understands that Medicare is an important part of one’s overall retirement planning – given that most Medicare parts have associated costs, with some being very large.

Through his holistic approach, Corey helps clients identify their own unique needs, and then creates, implements and monitors custom plans that provide a roadmap and peace of mind.

In addition to working with new clients, he also runs point on client services. In this role, he ensures that all current clients’ needs are met and all questions are answered promptly. Corey is an integral part of our team.  With every client, he strives to make a positive difference - and it’s this passion that has made Corey a vital member of our team and loved by his clients.

Corey obtained his Bachelors in Business Management degree from Siena College.  When he’s not in the office Corey enjoys various outdoor activities such as biking.  He also loves to travel and is an avid sports fan.