
Casey Hickeyemail
Professional Story
Preparing for the next step in life isn’t always easy. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement income solutions
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
Education
Marist College (2013) St. Joseph's College (2014-2018)
Hobbies
Golf
Lacrosse
Spending time with familyLanguages:
- English
Specialties:
- Insurance Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Risk Management Strategies
- Estate Planning
- Group Benefits
- Military
- Business Succession Planning