This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Corey Hevrin, Financial Advisor Affiliated With the Vermont Agency
- Financial Services
- Colchester, VT
About this business
Location details
354 Mountain View Dr Ste 200, Ste 200, Colchester, VT, 05446, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 4:00 p.m. | |
| Tue | 9:00 a.m. to 4:00 p.m. | |
| Wed | 9:00 a.m. to 4:00 p.m. | |
| Thu | 9:00 a.m. to 4:00 p.m. | |
| Fri | 9:00 a.m. to 1:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I first met Corey at the saddest time of my life- right after my husband passed away 10 years ago, I was is shock and clueless what to do with the money I received after that. Corey helped me make wise choices but also to enjoy life again. Now I am in excellent financial ( and emotional) shape and ready to retire at age 63.
It has been a pleasure to work with Corey on the 401K for our employees. We started working on this at the end of 2017. Corey found American Funds which will do 401Ks for small employers with low fees so that we can absorb that cost instead of our employees paying for the administration of the program. In December of 2017 Corey came to our shop and presented the 401K to our employees. He took the time to answer all of their questions. He came back two times in 2018 to go over the 401K plan with new employees. He made time to... read more
I’ve been investing for 25 years and thought I was doing well, that’s until I was introduced to Corey! The best move I’ve made in the financial world was letting Corey take over and care of my investment funds. He is an outstanding financial advisor, I swear he lives & breathes investing and has your best interest in mind. I’ve never had an advisor, prior to Corey, to called me with recommendations on my portfolio. He treats his clients like family, always watching out for your best interest. I refer him to everyone I know. ... read more
Cory Hevrin was fantastic to work with . A friend of mine recommended that I use Cory for a financial advisor . Cory helped me set up some of my financial goals for the future . He took the time to explain the whole process and made it easier for me to understand . Thanks Corey.
Corey is great at keeping up with my financial plans, checking in with me regularly even years after first signing up with him. He invites me to his annual client party, even though I am most likely one of his smallest accounts, which makes me feel cared for as a client. Corey is quick to respond to any requests for help. If it weren't for the Roth IRA he set up, I wouldn't have any savings at all. Thank you Corey!
Frequently asked questions about Corey Hevrin, Financial Advisor Affiliated With the Vermont Agency
How is Corey Hevrin, Financial Advisor Affiliated With the Vermont Agency rated?
Corey Hevrin, Financial Advisor Affiliated With the Vermont Agency has a 5 star rating with 8 reviews.
When is Corey Hevrin, Financial Advisor Affiliated With the Vermont Agency open?
Corey Hevrin, Financial Advisor Affiliated With the Vermont Agency is closed now. It will open tomorrow at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com