Cory L. Grandel
Senior Wealth Advisor
Cory has been dedicated to helping clients pursue their financial retirement goals for over 27 years. He approaches each client with a personalized strategy, committed to ensuring their best interests are at the forefront. Cory specializes in retirement planning, investment management services, and tax-planning strategies. He strives to understand his clients' unique goals, needs, and responsibilities to guide them towards their short-term objectives and long-term aspirations. Cory's success is measured by the success of his clients, and he takes great pride in celebrating his client's achievements.
As a Senior Wealth Advisor with Grandel Financial, Cory maintains the highest standards of integrity and professionalism. He has been recognized with several prestigious awards, including Waddell & Reed's 2020 Crest Award and LPL's Patriot's Club award, presented to less than 7% of the firm's more than 21,000 financial advisors nationwide.* Cory is also a member of the Premier Association of Financial Professionals (MDRT) and Financial Services Institute (FSI).
Cory's commitment to his community is evident from his involvement in various charitable organizations. He served as the President of the Greene County United Way and on its Board of Directors. He also served as a Director for the Pennsylvania State Treasurers Association and is a Life Member of the National Rifle Association. Cory received his Bachelor of Science in Business Administration, majoring in Finance, from Waynesburg University, and holds the Chartered Mutual Fund Counselor (CMFC) certification.
Cory and his wife, Laura Marquis-Grandel, reside in the Southeastern Greene area and have two adult children. They enjoy traveling, cycling, hunting, golfing, and hiking together. Cory's dedication to his clients, community, and family is a testament to his character and commitment to success.
*Achievement is based on annual production among LPL Advisors only.