Corey Blumenthal

Registered Investment Advisor

Corey Blumenthal received a B.A. in economics from the University at Buffalo in 2010. He is a licensed insurance broker and a registered investment advisor (series 7 & 66 licenses) with specialized knowledge that helps us provide unique planning solutions to our clients. Corey has been actively working in the financial services industry since 2006 and has lived in New York his entire life. He takes great pride in serving the community he grew up in.

Phone 516-249-4922
Fax 516-249-4924