G. P. GRECO & CO., INC. is a leading financial firm that has been providing expert financial advice and services to clients for over 20 years. With a team of experienced and knowledgeable advisors, G. P. GRECO & CO., INC. has established a reputation for excellence and integrity in the industry.
How does the advisor help clients – Key Takeaways:
As a financial expert, G. P. GRECO & CO., INC. offers a range of services to help clients achieve their financial goals. These services include:
- Comprehensive financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
With these services, G. P. GRECO & CO., INC. works closely with clients to create customized financial plans that suit their unique needs and goals.
Facts and Insights
G. P. GRECO & CO., INC. has a team of over 50 advisors who collectively manage over $700 million in assets under management. With an average of 15 years of experience, the advisors at G. P. GRECO & CO., INC. are highly skilled and knowledgeable in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $700 million | 50+ | Over 20 years |
Financial Services Offered
At G. P. GRECO & CO., INC., clients can expect a wide range of financial services to meet their needs. Some of the services offered include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Wealth management
Client Types
G. P. GRECO & CO., INC. caters to a diverse range of clients, including:
- High net worth individuals
- Families
- Business owners
- Retirees
- Corporate executives
Fees & Compensation
G. P. GRECO & CO., INC. is a fee-only firm, meaning their compensation is based solely on the fees paid by their clients. This structure ensures that their advisors always act in the best interest of their clients and strive to achieve their financial goals.
Background
G. P. GRECO & CO., INC. was founded in 1999 by financial expert Gino P. Greco. With a strong belief in providing personalized and comprehensive financial planning, Mr. Greco has built a team of experienced advisors who share his values and commitment to clients.
Financial Advisor Disclosures to Know
G. P. GRECO & CO., INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). As a registered firm, they are required to disclose any potential conflicts of interest and any information that is material to their clients’ financial decisions.