portrait of Corey M Long
FINANCIAL ADVISOR
Serving clients with $250,000
CallSend Me a Message

About Corey

Growing up in a blue-collar family taught me many valuable lessons. My parents worked hard for our modest lifestyle yet led by example with a great work ethic and compassion. Those valuable life lessons are why I love the work that I do.

I began my career as a financial advisor in the year 2000. The technology bubble from the late '90s had just burst and then the events of 9/11 brought us into a recession. I quickly learned that having a goal to work toward, along with investments suited to my client’s tolerance for risk, was essential for their long-term...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

Work History

  • Edward JonesOctober 2011 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Mountain Biking
  • Hiking
  • Community Outreach

Team Members

  • Donna Weichel
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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