Thinking in Solutions: Concepts & Custom Plan Design to Preserve, Protect & Grow Assets through Estate and Retirement Planning & Risk Management Advisory Services.

The Greco Planning Group, Inc. provides extensive Estate and Retirement Planning concepts based on achievement goals of high net worth individuals and small business owners.

  • Defined Benefit Plans
  • 412(e)3 Plan
  • Life Insurance
  • Master Policies for Associations
  • Pension Owned Life Insurance
  • Premium Finance
  • Supplemental Benefit Programs
  • Charitable Gift Planning
  • BOLI–Bank Owned Life Insurance
     

Areas of Expertise

  • The Caddie Association (TCA)
  • Police Benevolent Association Retirement Plans
  • The Professional Caddie Association
    Foundation (TPCA)

Our prided team of professionals combined, represent more than 100 combined years of experience orientated industry focused professionals. The benefit is an innovative sound tax-efficient estate and retirement planning strategies that help achieve management goals.


Insurance Representative of MassMutual. Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, a member of the MassMutual Financial Group. OSJ 6800 Jericho Turnpike Suite 202W Syosset NY 11791 (516) 364-4203 MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives, Springfield, MA 01111-0001. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

© 2020 greco planning group | 7551 Wiles Road, Suite 104, Coral Springs, FL 33067 | 631 390 4300 | fax: 631 812 1406  

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Greco Planning Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Property & Casualty insurance is offered through a variety of quality insurance companies that are not affiliated with MML Investors Services, LLC. Auto and home insurance is offered by unaffiliated insurers. Some Health insurance products offered by unaffiliated insurers.

OSJ 6800 Jericho Turnpike, Suite 202W, Syosset NY 11791 (516) 364-4203

http://www.finra.org/