Greg is a financial professional passionate about helping others achieve
fiscal success through financial literacy. He focuses on working closely
with educators, small business owners, families and individuals to inform
them of financial issues and the importance of saving for retirement.
As a Retirement Benefits Group (RBG) professional, Greg utilizes a
holistic planning process, with comprehensive resources at his side, to
educate, motivate and inspire his clients to take action regarding their
financial futures. By conducting a thorough analysis for his clients, he
creates customized strategies designed to help his clients effectively
accumulate, protect, distribute and transfer their assets in the most tax
efficient manner possible.
Greg believes in the firm’s noble purpose, “making a difference in the lives
of others”, and he strives to assist his clients in making sound financial
Greg resides in Glenside, PA.
Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.