Common financial decisions produce common financial outcomes. Common financial outcomes produce common lives. We teach our clients to challenge traditional financial thinking so they can strive to live extraordinary lives. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 150 SOUTH WARNER ROAD, SUITE 120, KING OF PRUSSIA PA, 19406, 610-2938300. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America? (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. CORIO & ASSOCIATES, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0J08406. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. 2024-167967 Exp 1/26
Corio & Associates, LLC的外部链接
150 South Warner Road
Suite 122
US，Pennsylvania，King of Prussia，19406
MVP Team!!
We are growing! So grateful for my team and all that they do ?? #financialplanning #personalfinance #investing #retirement #retirementplanning National Financial Network Robert Filipone Kristin Schappell Joy Doughty Alec Picardi Patricia Picardi
?? Another great time at Orion Communities 3rd Annual Casino Night. Corio & Associates, LLC was happy to sponsor this great cause and great event again. Special shoutout to Jennifer Heller for her passion and commitment to this cause and making this event so much fun! Michael T. Murphy Christopher Richter Mark C. Heller Christina Yeager
?? Happy to be sponsoring Orion’s 3rd Annual Casino Night this Friday at Rivercrest Golf Club! There are still tickets left, join me for a fun night and a great cause! ???????? Sign up below! https://lnkd.in/eih-65CE Jennifer Heller Mark C. Heller
?? Celebrating our successes for 2024! Last week we took a second to look back on all the good from 2024 at the annual National Financial Network Awards Gala. Congrats to our Corio & Associates, LLC team on all of the recognition and hardware we took home. A special thanks to our staff who don’t always get to go on stage, but we wouldn’t be here without you. The night was also highlighted with a retirement speech from Steven Earhart, CFP, CLU, ChFC, MSFS, RICP. Congrats on an exceptional career, Steve! I appreciate your guidance and support through all of these years. Great work to Mary F., Elizabeth Acque, and the whole NFN team for all of your hard work in running this event. Time to keep the eyes forward on 2025! Robert Filipone Patricia Picardi Anthony T. Mazzei Sr CLU, ChFC, CLTC, MSM Michael Maresca, MBA, CLU?, ChFC? Alec Picardi Kristin Schappell Joy Doughty
We are growing!
?? Big news to share for 2025, we have expanded! After 2+ years of teamwork, negotiations, learning experiences, and collaboration, Corio & Associates, LLC and NFN Pottstown have officially joined forces as of 1/1/2025! This was a long and thoughtful process between Patricia Picardi and me to be able to complete this transition as smooth as possible, adding a wealth of knowledge, resources, and team support to our clients. Patty brings over 40 years of experience in the business and has helped me learn so much already. Both of our practices have been and will continue to be under the National Financial Network umbrella which makes it seamless for our clients. Corio & Associates, LLC will now operate out of two locations with 5 advisors and 3 amazing staff members. There are too many people to thank for their help and support, but I did want to shout out Michael Maresca, MBA, CLU?, ChFC?, Anthony T. Mazzei Sr CLU, ChFC, CLTC, MSM, Veronica Chang, and Mary F. for spending so much of their time on this deal. Much more to come on this new venture! #financialadvisor #retirementplanning #successionplanning #businessowner #investing #retirement #businessowner
Welcome to the firm, Rob!
Welcome to the Firm, Robert Filipone! Learn more about Robert: https://lnkd.in/eNq2YKJF Anthony T. Mazzei Sr CLU, ChFC, CLTC, MSM | Michael Maresca, MBA, CLU?, ChFC? | Gary DeStefano | Steven Earhart, CFP, CLU, ChFC, MSFS, RICP | Mike Yoken | Robert Votruba, Ph.D. | Derek Chan | Paul T. Barone | Brian Sykes CFP?, ChFC?, ChSNC?, CExP? | Anthony Corio, CLU?
Took a couple days this past month out of the office and into the desert heat to play in the PGA of America Team Golf Championship at Grayhawk Golf Club ?? Saige Pacholok and I competed in the mixed division and took home third place, keeping under par for the 36 hole event. And, as usual, we had a blast! Great golf courses and great event. Going back for that gold ??next year.
?? Celebrating our successes Last month we spent a few days in Marco Island after qualifying for my 11th straight Leader’s Club with Guardian Life. It was a great time catching up with my National Financial Network family and other friends I have made in this business across the country. White sand beaches, great golf courses (Saige Pacholok and I tied, twice!) and a sunset dinner cruise hosted by my good friends Anthony T. Mazzei Sr CLU, ChFC, CLTC, MSM and Michael Maresca, MBA, CLU?, ChFC? . Here’s to another great year ?? #financialadvisor #businessowner #personalfinance #retirementplanning #investing
Are taxes a concern for you in your retirement planning? Check out our newest video discussing an important retirement concept. Anthony Corio, CLU?
Are you familiar with the term "Roth"? I get a lot of questions about this term from my clients and whether or not they should (or can) be implementing it. Almost everyone can take advantage of Roth contributions to a retirement plan if you know how to. This can be a key part of your retirement planning, allowing your investments to grow and be distributed tax free. Check out our newest video to learn more! #retirementplanning #retirement #rothira #401k #financialadvisor #investing #personalfinance