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John A Corey

CFP®, Financial Advisor
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(847) 847-2134

Barrington, IL 60010
john.2.corey@ampf.com

Contact Information


(847) 847-2134
1250 S Grove Ave
Ste 105
Barrington, IL 60010

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www.ameripriseadvisors.com/john.2.corey

My Philosophy

Many of my clients are saving for retirement and their children and need to create a personal financial plan to pursue this goal. That's where I can help, by structuring a plan designed to achieve your financial goals.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.

Community Participation

  • Boy Scouts of America, Friends of Scouting volunteer
  • Public Action to Deliver Shelter, volunteer


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Experience

Qualifications

  • Certfied Financial Planner
  • Certified College Planning Specialist
  • 1989 to Present, Financial Advisor, Ameriprise Financial
  • Masters degree in Business Administration with concentrations in Finance & Economics, University of Chicago 1980
  • Bachelor of Science 1974, United States Military Academy, West Point, NY

Professional Associations

  • National Institute of Certified College Planners
  • Financial Planning Association

Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Protection and Insurance
  • Estate Planning Strategies
  • Family Planning/Family Changes
  • Saving for Education
  • Asset Allocation
  • General Financial Planning

License Information

I am licensed and registered to conduct business in IL.

Based on licenses and registrations I hold, I may also conduct certain business in CO, AZ, CA, FL, IN, MO, NH, NJ, NY, OR, PA, VA, WI, MI, TX

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My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.