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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Corio & Associates, LLC

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United States
King of Prussia, PA
Corio & Associates, LLC

We teach people financial concepts and strategies to live extraordinary lives they never knew were possible. Contact me at [email protected].

I am passionate about helping others and believe financial coaching and education is key in building lifelong relationships with you and your family. Financial success is built more on good habits and knowledge of economic concepts than it is rate of return and popular trends. My objective is to teach you how to achieve financial success and provide a high level of service along the way. Registere

d 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.
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11/27/2025

Wishing you and your loved ones a wonderful Thanksgiving filled with warmth, joy, and good company.

The team at NFN Corio & Associates

Patty, Tony, Alec, Jeff, Rob, Lisa, Kristin and Joy

11/25/2025

Elves at work 🎅- we had fun decorating the Pottstown office for the holidays today! 🎄

11/11/2025

To those who’ve served: your dedication inspires us. Today, we honor your service and commitment — and we’re here to help you build the financial future you deserve.

10/29/2025

Tony was honored to speak at the Park Avenue Securities Wealth Management Summit in Orlando about his experience in succession planning!

10/28/2025

Meet Kristin Schappell, our Director of Insurance Services! 🌟

With over 13 years of experience at Aetna, 7 years at Corio & Associates, and a passion for helping clients, Kristin brings both expertise and heart to the team. As Director of Insurance Services, she helps clients strengthen their financial plans with thoughtful protection strategies.

Outside of the office, you’ll find her gardening, traveling with family, or cheering on her kids from the sidelines. 💼🌿🌺🥍

10/20/2025

🌟 Staff Spotlight 🌟
Meet Joy Doughty, our Director of Client Services! Joy joined the team in January 2025 but brings a lifetime of experience in the financial services industry. 👏

When she’s not supporting our clients, you’ll find her enjoying time with family, playing pickleball, or getting lost in a good book. Her happy place? Watching the sunrise on the beaches of the Outer Banks. 🌅☀️
We’re glad to have you on the team, Joy!

10/09/2025

Let's discuss your investment goals and risk tolerance. Are you satisfied with your current investment portfolio? 🤔What investment opportunities or challenges are you facing? Let's explore strategies to make your investments work harder for you. 💼📈
Connect with us.

10/06/2025

🎉 Big congratulations to Rob Filipone for officially becoming a fully licensed Financial Advisor! 💼📈 After passing the SIE, Series 7, and Series 66 exams — no small feat — Rob has proven his dedication, discipline, and deep knowledge of the financial world.

We’re incredibly proud to have him on our team. His achievement strengthens our commitment to providing exceptional service, trusted advice, and real results for our clients. 👏

Here’s to continuing to grow, serve, and support our clients with integrity and excellence. Let’s go, Rob! 🚀💪

10/03/2025

This week Tony spent time in Atlanta with his study group of financial advisors. This is a group that has been together for over a decade, with the intention of sharing ideas, challenges, and opportunities to help serve our clients and build a better business.

Lasting relationships both personally and professionally! 🥂

10/02/2025

📊 Did you know that October is National Financial Planning Month?

Whether you’re just starting your financial journey or refining an established strategy, a solid financial roadmap can help you feel more confident about your future. 🗺️

Here are some tips to consider:
✅ Set realistic goals
✅ Track spending & savings
✅ Review insurance & retirement goals

📲 Have questions or need help getting started? Reach out today and let’s get connected!

Address

150 S. Warner Road, Suite 122
King Of Prussia, PA
19406

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+16102938322

Website

http://www.corioassociates.com/

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