Corey Grant - Insurance and Investments

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Introduction: I'm a multi-state licensed financial professional that's committed to helping families save and invest for their futures. My focus is to help educate my clients on how to build estates via insurance and investments for themselves and their families regardless of their income level. You don't have to be rich to make good financial decisions that can drastically affect your financial future for generations to come. Let's work together and help create the financial portfolio that you desire.

Overview

Hired 1 time

Serves Waldorf, MD

Background checked

License verified

15 employees

4 years in business

Payment methods

This pro accepts payments via Check and Credit card.

Featured Projects

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

5 reviews

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Murdock M.

Jan 5, 2023

Corey took the time to understand my long-term and short-term financial goals, and assisted in putting together a plan to achieve them.

LaRhonda P.

Dec 28, 2022

Corey is an amazing financial consultant. He ensures all my financial needs are met. He explains everything that will take place and the best options available for my financial future!

Tiffany A.

Dec 31, 2022

I would definitely recommend Corey Grant to anyone in search of good life insurance and in need of an IRA. Corey is very knowledgeable in both. He gave superb service and was very professional. Thanks Corey!

Johnna B.

May 4, 2023

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Hired on Thumbtack

Thank you Corey! I look forward to working with you!

Personal Financial Planning

Antwann G.

Jan 3, 2023

Truthfulness not sugar coating things. He put things like it was and let you make your decision nothing forced.

Credentials

License

License Type: Investment Adviser Representative (MD)

License verified on 1/2/2023

License

License Type: Investment Adviser Representative (VA)

License verified on 1/2/2023

Background Check

Corey Grant

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is based on any. number of factors depending on the product or service and would be covered during our consultation once I or another agent has enough information to generate a proper estimate.
What is your typical process for working with a new customer?
When we take on a new client we like to learn more about who you are as a person, your hopes, dreams and desires, this information along with having a candid discussion regarding your financial goals and investment timeframes allow us to help you make the right financial decisions that meet your current and future life needs. Essentially, we want to build a relationship with you first so we understand your situation completely so we can do what's right.
What education and/or training do you have that relates to your work?
I am licensed to sell life insurance in: Maryland, Alabama, District Of Columbia, Delaware, Georgia, Louisiana, North Carolina, Texas and Virginia. I am licensed to sell securities investments in: Maryland, Alabama, California, Florida, Louisiana, Texas and Virginia I have passed FINRA Investment exams: SIE, Series 6, Series 26, and Series 63