Corey Peterson, CFP®, EA Great Hill Advisory

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About Corey Peterson, CFP®, EA

Corey has been working in the financial services industry for 17 years, as an insurance advisor, investment portfolio manager, estate administrator and income tax preparer.

Corey started Great Hill Advisory in 2016 to incorporate all his past roles in financial services to provide one platform that provides truly comprehensive and coordinated financial planning high and ultra-high net worth clients.

Great Hill Advisory provides family office services to high and ultra high net worth clients. Our services include multi-generational estate and income tax planning, high level asset allocation review and recommendations, investment performance monitoring, insurance reviews and recommendations, and cash flow tracking and analysis.

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Ideal Clients

  • Baby Boomers
  • Entrepreneurs
  • Private Foundations
  • Ultra High Net worth

Ways Advisor Charges

  • Annual Fee
  • Flat Fee

Fee Options

  • Annual: $15,000+ per year

 

SEC Records

States Registered

  • New York

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