Cory A. Marchbanks Wealth Advisor

Cory A. Marchbanks Wealth Advisor Helping individuals and small businesses build strong financial foundations. With 12 years of experience, Cory Marchbanks is an extensively experienced advisor.

Financial Planning Strategist | Wealth Building Guide | Helping people feel confident managing their finances

Cory A. Marchbanks is a CERTIFIED FINANCIAL PLANNER TM practitioner and Vice President at LEXCO Wealth Management, Inc. Using a comprehensive developed approach combining both holistic and financial theories, Cory works toward ensuring that all aspects of a person’s financial life are inc

luded in his custom strategies. Cory believes being a fully independent advisor and his focus of simplifying the complex gives his clientele greater control and probability of success. Cory holds a Bachelor of Science in Business Administration degree from the University of Missouri-Columbia and a Certificate in Financial Planning from DePaul University. Cory currently holds the Series 7 and Series 66 registrations with LPL Financial and Life, Health, and Variable Contract insurance licenses. He is a member of the Financial Planning Association of Metro New York and previously served on the Executive Board of the National Association of Insurance and Financial Advisors (NAIFA) – Chicago Region Board of Directors. Originally from St. Louis, and an avid golfer, Cory enjoys spending time with his wife and dog, hiking, and skiing in the mountains of Colorado. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Individual investors becoming more upbeat about stock prices, there's still much skepticism. It can be challenging to br...
07/25/2023

Individual investors becoming more upbeat about stock prices, there's still much skepticism. It can be challenging to break from a bearish mindset if you've been in that camp for a while.

Will 2021 make #1?
11/19/2021

Will 2021 make #1?

Wednesday, November 17, 2021 The incredible bull run of 2021 continues, with the S&P 500 Index only 0.02% away from the 66th all-time high this calendar year, tied with (for now) the 65 set in 1964 and behind only the record 77 set in 1995.

There are several important considerations before you apply for your Social Security benefits. We encourage you to revie...
11/18/2021

There are several important considerations before you apply for your Social Security benefits. We encourage you to review your options, as any decision you make could have a significant financial impact on your retirement years

When it comes to receiving Social Security benefits, timing is everything

Address

120 White Plains Road
Tarrytown, NY
10591

Telephone

+19144688921

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