Corey
Taylor
Confluence Financial Partners
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About this Advisor
Corey Taylor is a financial advisor based in Canonsburg, Pennsylvania, working with Confluence Financial Partners. Corey has previously held positions at Panera Bread, Evanovich Landscaping, Lucianos Pizza And Pasta, Peranis Hockey World, Confluence Financial Partners, and PNC Wealth Management. Corey is registered to provide services in Pennsylvania. Currently, Corey is part of Confluence Financial Partners, which operates out of Canonsburg, Pennsylvania. The firm has 3 offices and 42 employees. The firm manages assets totaling $3.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Confluence Financial Partners includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Confluence Financial Partners Brokerage Details
$3,055,505,438
42
8,055
$379,330
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Corey Taylor Work History
Confluence Financial Partners
Pnc Wealth Management
Lucianos Pizza And Pasta
Peranis Hockey World
Evanovich Landscaping
Panera Bread
Disclosures
Please visit the SEC profile of Corey Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Confluence Financial Partners
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Sewickley, PA
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