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
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150 South Warner Road
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King of Prussia, Pennsylvania 19406, US
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®
Corio & Associates, LLC reposted this
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.
Corio & Associates, LLC reposted this
🥂 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
Corio & Associates, LLC reposted this
🍿New year, new content. Completed some filming this weekend for some brand new videos coming your way in 2024. I even busted out the suit (a tie is where I draw the line)! A few topics to look forward to: 🔸Financial resolutions for 2024 🔸Roth retirement options 🔸Whole life insurance What would be helpful to you that we could cover in our next filming session? Corio & Associates, LLC #investing #personalfinance #retirement #retirementplanning #rothira #lifeinsurance #termlifeinsurance #wholelifeinsurance #financialadvisor #401k
Check out part 2 of our Q&A with our president, Anthony Corio, CLU®!
📽 Part 2! Take a look at the second part of our rapid fire Q&A. We spend so much time getting to know our clients that we thought it would be nice to get to know a little about me on a personal level. Check it out and enjoy! 🍿 Corio & Associates, LLC #financialadvisor #businessowner #investing #retirementplanning
Wishing everyone a prosperous 2024! Anthony Corio, CLU® #financialadvisor #investing #retirementplanning #personalfinance
The team at Corio & Associates would love to wish you a happy holiday season! Anthony Corio, CLU® Kristin Schappell Alexandra Cottingham #financialadvisor #wealthmanagement #investing #lifeinsurance #disabilityinsurance #retirementplanning
Get to know our president, Anthony Corio, CLU®! 😂
🎬🍿This was a fun one! We took a break from our financial series to give you some rapid fire Q&A. Some of these were easy and some were tough to answer on the spot without some thought. Make sure to watch until the end to hear what I think makes the perfect client and be on the lookout for part 2 soon! Corio & Associates, LLC #financialadvisor