Broker Check
Corey Phillips, RICP®

Corey Phillips, RICP®

 

Financial Advisor

My commitment is to educate my clients on how to become world class savers, and it is my belief that teamwork and collaboration build the foundation of a strong relationship. Together, we are able to create, implement and maintain a sound financial strategy that builds, protects and preserves what you value most. Simply put, I can help you in the areas of:

  • Asset & Income Protection
  • Tax Efficient Strategies
  • Cash Recovery Strategies
  • Risk Management
  • Education Funding
  • Retirement Income Strategies
  • Estate/Charitable Planning
  • Wealth Management

Prior to joining The Bulfinch Group, I opened a retail liquor store in Westfield, MA, City Package Store. Being a small business owner for the past five years has provided me with first-hand experience and knowledge in the following areas:

  • Insured/Self-funded Medical & Dental
  • Group Life & Disability
  • Voluntary Benefits
  • Group Retirement Plans
  • Executive Compensation
  • Business Continuation Planning
  • Deferred Compensation

In 2008, I graduated from Trinity College with a dual Bachelor’s of Science Degree in Economics and in American National Government. I have always been a sports enthusiast, playing basketball and baseball throughout high school, and continuing with football throughout college. I currently spend my time volunteer coaching middle school basketball as well as mentoring elementary schoolers in sportsmanship and basketball fundamentals. I am also a coach and on The Board of the YMCA, a non-profit youth sports and service program, which I was once a participant of. In addition, I serve on The Board of the Pittsfield Education Foundation and Pittsfield Beautiful. Most recently, effective January 2019, I earned the prestigious Retirement Income Certified Professional (RICP®) designation from The American College. I currently reside in Dalton, MA with my wife Erica, daughter Olivia and dog Remy.

 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.