Corey Stich

Corey Stich Email and Phone Number

Independent Insurance Agent 952-469-9261 @ Oak Tree Insurance, LLC
prior lake, minnesota, united states
Corey Stich's Location
Greater Minneapolis-St. Paul Area, United States
Corey Stich's Contact Details
About Corey Stich

I've been in the financial services since 2001 in a few different capacities, but one thing hasn't changed. I know how to listen. Not just hear, but understand what you're looking for and presenting a solution tailored to meet your changing needs. With all the options that Oak Tree Insurance can provide, I can put a package together that will satisfy your personal or business insurance needs. We can provide a quote for nearly anything through one of our over 50 companies. After all... It's all about choices.

Corey Stich's Current Company Details
Oak Tree Insurance, LLC

Oak Tree Insurance, Llc

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Independent Insurance Agent 952-469-9261
prior lake, minnesota, united states
Employees:
1
Corey Stich Work Experience Details
  • Oak Tree Insurance, Llc
    President And Independent Insurance Agent
    Oak Tree Insurance, Llc May 2013 - Present
    Prior Lake, Mn
    Why Choose Oak Tree Insurance? Oak Tree Insurance was founded to provide choices for your home, auto, business and life insurance. We have established relationships with over 50 different insurance companies. If you've ever thought about shopping around for your insurance, you've come to the right spot. What's the next step?- Give us a call or send an email to start the conversation or follow the link for a quote.- We can provide a no obligation, no cost review and comparison to your current insurance.- You can reach Oak Tree Insurance at 952-469-9261 or corey.stich@oaktree-insurance.com- Oak Tree Insurance will meet with you in our office or your home. It is our goal to make the transition to our agency as seamless as possible.www.oaktree-insurance.com
  • Diversified Wealth Management
    Independent Financial Advisor
    Diversified Wealth Management May 2013 - Apr 2016
    Lakeville, Mn
    When you work with Diversified Wealth Management, you’re working with a team of highly skilled individuals. We have locations in St Louis Park, Prior Lake, Richfield/Bloomington, Coon Rapids, Maple Grove, Albany and Lakeville. We also have advisors in Bismarck ND that service all of North Dakota and the surrounding area.We take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals. We offer a vast array of financial services to assist both our Individual and small business clients.Because every client is unique, we offer independent advisory services. Because we're independent, we start each relationship with "real" financial planning and focus on unbiased solutions first. Just remember, all investments involve the risk of potential investments losses and no strategy can assure a profit.Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has relationships with a variety of financial services companies. If we don’t offer the services you're looking for or don't provide the financial products you need, we can refer you to the proper sources.We specialize in helping both individuals and small businesses. Securities offered through Securities America Inc., Member FINRA (www.finra.org) /SIPC (www.sipc.org) and advisory services offered through Securities America Advisors, Inc., Corey Stich, Representative. Diversified Wealth Management, Oak Tree Insurance, LLC, Provincial Bank and the Securities America Companies are independently owned. Not FDIC Insured * No Bank Guarantee * May Lose Value7303 161st St Suite 200, Lakeville, MN 55044 Securities licensed in: MNcorey@diversifiedwealthmanagement.com
  • American Family Insurance
    Insurance Agent
    American Family Insurance Sep 2011 - May 2013
    Bloomington, Mn
    Our mission statement at American Family is to be the most trusted and valued service-driven insurance company. I offer both personal lines and commercial lines of insurance. Our most popular are auto, home, commercial and life.
  • Banking
    Assistant Branch Manager/Financial Specialist/Personal Banker
    Banking Apr 2001 - Sep 2011
    While in banking I did a number of different roles. I started as a personal banker and also helped a small number of small businesses. As time went on I became successful in financial consultant and retirement planning roles. I ended as an assistant branch manager.
  • Tc Offroad Llp
    Cfo / General Partner / Home Based Business
    Tc Offroad Llp Jan 2002 - Dec 2007
    With a business partner, started an off-road aftermarket parts business from the ground floor that sold and installed aftermarket items designed for off-road useResponsible for vendor relationships, buying, selling and returnsExperience selling a large number of items on multiple websites
  • Gilleland Chevrolet
    Finance Manager / Aftermarket Sales / Auto Sales
    Gilleland Chevrolet Sep 1995 - Apr 2001
    I worked with several vendors to obtain financing for clients with varying credit worthiness. I was responsible for reaching monthly revenue goals through sales of financing and insurance products.I was in charge of closing the dealership including the security checks at closing time..

Corey Stich Skills

Fixed Annuities Retirement Planning Financial Services Investments Property And Casualty Insurance Commercial Insurance Disability Insurance Small Business Wealth Management Underwriting Homeowners Term Life Insurance Whole Life Long Term Care Strategic Financial Planning Iras Banking General Insurance Professional Liability Workers Compensation Umbrella Insurance Wealth Management Services Financial Advisory Universal Life Variable Annuities Retirement Mutual Funds Series 7 Series 6 Series 63 Commercial Lines 401k 401k Rollovers Roth Ira Liability Renters Long Term Care Insurance Legal Liability Cross Selling

Corey Stich Education Details

Frequently Asked Questions about Corey Stich

What company does Corey Stich work for?

Corey Stich works for Oak Tree Insurance, Llc

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

Corey Stich's current role is Independent Insurance Agent 952-469-9261.

What is Corey Stich's email address?

Corey Stich's email address is co****@****ail.com

What is Corey Stich's direct phone number?

Corey Stich's direct phone number is +195251*****

What schools did Corey Stich attend?

Corey Stich attended St. Cloud State University.

What are some of Corey Stich's interests?

Corey Stich has interest in Social Services.

What skills is Corey Stich known for?

Corey Stich has skills like Fixed Annuities, Retirement Planning, Financial Services, Investments, Property And Casualty Insurance, Commercial Insurance, Disability Insurance, Small Business, Wealth Management, Underwriting, Homeowners, Term Life Insurance.

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