Corey Bierl

Corey Bierl Email and Phone Number

Wealth Advisor for Fountain City Financial. Serving the financial needs of those who serve others @ Fountain City Financial
4701 College Blvd,
Corey Bierl's Location
Overland Park, Kansas, United States, United States
Corey Bierl's Contact Details

Corey Bierl work email

Corey Bierl personal email

n/a
About Corey Bierl

It’s great to connect with you! I've been in the financial industry for 20 years and I'm excited to be launching my practice in a way that I have the utmost control over how I serve my clients and the products and services I can offer. What's best for the client is always my priority. Early on in my life, my dad sat me down and explained compound interest, this conversation opened my eyes to finances, and I began to understand the impact that time and patience can have on money. From that point, I realized how powerful this information was and how little is taught about it in school or passed down in families. It became clear to me that providing education to others about the basics of finance and using those basics to plan for a prosperous future was my ultimate calling. I became a stockbroker out of college and spent time in an insurance agency which has given me the experience of working with both the investment planning and risk management sides of our business. I learned in that time that honesty, hard work, and humor are some of the things I value most and are key to success in working together. I expect that my clients will be honest with me about their current situation, goals, and future plans, and I can be honest with them in return about what it’s going to take to make that happen. My team and I work around the clock to ensure that our clients don’t have to lose sleep about their money. My best clients have described me as approachable, easy to talk to, and quick to respond, all things that I strive to be for those I serve. So many of the folks I work with are working to serve others -educators and caretakers- and they need an advisor who is diligent about keeping their financial life organized. I am meticulous about the details of each plan to ensure that we can always provide the best, most efficient, and most caring assistance and advice to everyone who works with us. My hope is that the clients who work with me feel confident in their plans to get to and through a well-planned and prosperous retirement.When I’m not helping clients, I can be found golfing, enjoying the outdoors, playing sports with my kids, or traveling with my wife. If you're interested in learning more about what it looks like to work with me, contact me here: Corey.Bierl@LFG.com or 913 209 1810

Corey Bierl's Current Company Details
Fountain City Financial

Fountain City Financial

View
Wealth Advisor for Fountain City Financial. Serving the financial needs of those who serve others
4701 College Blvd,
Employees:
3
Corey Bierl Work Experience Details
  • Fountain City Financial
    Financial Planner
    Fountain City Financial Nov 2022 - Present
    Overland Park, Kansas, United States
    My affiliation with Fountain City Financial in partnership with Lincoln Financial Advisors gives me access to: 1. A top-tier, National Planning Department made up of JD’s, CPA’s, CFA’s and CFP’s who are at the ready to provide us with creative design ideas around areas like: a. Tax Reduction Strategies b. Asset Titling and Distribution Planning c. Business Owner Planning d. Retirement Income Planning e. Investment Management f. Contingency Planning 2. A broader array of investment options and portfolio strategists combined with a team of specialists to help us build customized portfolios specific to your risk tolerance, time horizon and income needs. 3. Industry-leading planning software and technology that will allow you to engage in dynamic planning and a platform that provides a consolidated viewing of your financial accounts as well as a vault where you can store legal documents, tax returns, passports, birth certificates, etc. 4. Greater independence and flexibility in how we plan for your future.Corey Bierl is a registered representative offering securities and advisory services through Lincoln Financial Advisors Corp. a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Fountain City Financial is not an affiliate of Lincoln Financial Advisors Corp. 10851 Mastin St # 950, Overland Park, KS 66210.CRN-5718212-060223
  • Aig Retirement Services
    Financial Advisor
    Aig Retirement Services Jun 2012 - Nov 2022

Frequently Asked Questions about Corey Bierl

What company does Corey Bierl work for?

Corey Bierl works for Fountain City Financial

What is Corey Bierl's role at the current company?

Corey Bierl's current role is Wealth Advisor for Fountain City Financial. Serving the financial needs of those who serve others.

What is Corey Bierl's email address?

Corey Bierl's email address is co****@****lic.com

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