Corey Miller

    Focus: Insurance Strategies, Investment Strategies, Business Owners, LGBTQ, Charitable Giving, College Funding Strategies, Business Succession Planning, Estate Planning, Retirement Income Planning, Group Benefits, Risk Management Strategies

    Languages: English

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    See Corey’s Licenses and Disclosures

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    Tarrytown Satellite Office - White Plains Road

    Satellite Office

    120 White Plains Rd Suite 601
    Tarrytown, NY 10591