Reviews of Corey Hevrin, Financial Advisor affiliated with The Vermont Agency (Financial Consultant)

354 Mountain View Dr Ste 200, Colchester, VT 05446

Average Rating:

DESCRIPTION

We offer you all the reviews of real people who are buying the services and products of Corey Hevrin, Financial Advisor affiliated with The Vermont Agency (Financial Consultant) in the area close to Vermont.

Currently the business receives a score of 5.0 stars over 5 and this rating has been calculated on 8 reviews.

As you can see its rating is remarkable, in fact, it gets the highest score it can achieve., and it is founded on quite a few scores, so the evaluation is more or less credible, although it doesn't have a very high quantity of valuations to grant it full reliability.

You know that we do not usually bother to put opinions when they are correct and we usually do it only if we've had a problem or incidence...

This Financial Consultant corresponds to the category of Financial planner.

Where is Corey Hevrin, Financial Advisor affiliated with The Vermont Agency?

REVIEWS OF Corey Hevrin, Financial Advisor affiliated with The Vermont Agency IN Vermont

Francis Bertrand

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. All I can say is Thank You Corey, you are #1.

Rosann Kramer

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 talk to them about their other investments or plans too. I could tell it was Corey’s intention help them understand what they should be thinking and planning for their retirement to meet their needs. I cannot thank Corey enough for his expertise, time and understanding while talking $$$ at Runway Auto.

Dave Leinaweaver

Corey is the ultimate professional focused on impeccable client service!

Jane Evans

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!

ann moreau

We have been seeing Corey for the last few months and his advice has been life changing for us at this time in our life. We have been able to change our previous lifestyle patterns and make better decisions about our future. We have complete trust in Corey's advice and financial planning skills. So happy he is with us on this journey and the next phase of our business!! Happy to see how the future unfolds. Thanks Corey!

david cousino

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.

Diane Leary

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.

Jeff Dickson

Corey is great, I highly recommend him.

Business Hours of Corey Hevrin, Financial Advisor affiliated with The Vermont Agency in Vermont

SUNDAY
CLOSED
MONDAY
9AM–4PM
TUESDAY
9AM–4PM
WEDNESDAY
9AM–4PM
THURSDAY
9AM–4PM
FRIDAY
9AM–1PM
SATURDAY
CLOSED

PHONE & WEBPAGE

Corey Hevrin, Financial Advisor affiliated with The Vermont Agency en Vermont
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