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Corey Malstrom, NSSA® Advisor · Amherst, NY

Corey Malstrom

The Legend Group

61 John Muir Drive, Suite 100
Amherst, NY 14228

7168373335

Www.coreymalstrom.com

NSSA® Certified #2769.0

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.

Disclosure

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com

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Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.