Corey Malstrom, Social Security Planning Specialist
Corey Malstrom
The Legend Group
Professional Profile
Corey Malstrom is a dedicated financial advisor with over 21 years of experience, serving clients in Amherst, NY, and the surrounding areas. As a CFP professional at The Legend Group, Corey specializes in financial planning for pre-retirees, small business owners, and educators. His extensive knowledge and personalized approach empower clients to make informed decisions that align with their financial goals.
Corey's commitment to financial planning sets him apart in the industry. He prides himself on building long-lasting relationships with his clients, understanding their unique needs, and providing tailored strategies that foster financial security and peace of mind. Living in Niagara County with his family, Corey understands the local community and its challenges, allowing him to offer insights that resonate with his clients' lifestyles.
As a holder of the NSSA® designation in Social Security planning, Corey Malstrom brings specialized knowledge of Social Security planning to every client relationship.
Outside of work, Corey enjoys spending time with his family, cheering on the Buffalo Bills on Sundays, and supporting the local hockey scene. With Corey Malstrom as your financial advisor, you can expect a warm, professional approach that prioritizes your financial future while providing expert guidance every step of the way.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.