Corfee & Associates

Corfee & Associates

Financial Services 29029 Upper Bear Creek Road 3 employees
Employees
3
Contacts
2
Emails
2
Phones
1

Corfee & Associates Overview

Headquarters
29029 Upper Bear Creek Road
Industry
Financial Services
Employees
3
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Corfee & Associates

Corfee & Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service. Bart Corfee offers products and services using the following business names: Corfee & Associates or Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org and www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Corfee & Associates or Canvas Financial. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this Facebook page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Corfee & Associates Contact Details

People in AeroLeads
2
With contact data
2
Email contacts
2
100.0% coverage
Phone contacts
1
50.0% coverage

Corfee & Associates Org Chart

Sample employees and titles
Name Title Contact
Joe Defrank, Msf Committed to Helping You Improve Your
Email Phone
Bartley A. Corfee, Chfc Financial Advisor @ Corfee & Associates
Email

Employees by Management Level

Individual contributor 3 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 1
Legal 1 1 0

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