The Greco Planning Group is committed to reducing tax liabilities for our clients as well as helping them increase their wealth. This commitment is shared by everyone at Greco Planning Group.
Our estate and retirement planning knowledge optimizes the advantages of multiple level deferred compensation – enabling executives of both small and large companies, and also high net worth individuals, to retain a larger percentage of what they earn through the use of various tax-deferred vehicles.
Further, we are trusted advisors to financial institutions and financial professionals, helping them meet the needs of their clients and build their businesses by providing product and program consultation and expertise.
There’s no substitute for experience. The principals at the Greco Planning Group have more than 100 years of combined background in the financial, estate and retirement planning industries. Our experience, and the ability to make the most of it, can be invaluable to our clients in reaching their goals.
Jeffrey B. Greco has 21 years of experience in the field of wealth management and retirement planning. He began his career as an independent insurance agent and stock broker. Shortly thereafter, Mr. Greco became affiliated with American Express...first in the capacity of Financial Advisor and then as a District Manager and Field Vice President. [more...]
More than twenty-seven years of experience as an executive of Transleisure companies and ten years as a senior administrator and member of the President’s Cabinet of Hofstra University,most recently,as Special Assistant to the President for Alumni Affairs. [more...]
Jim Meyer has over thirty years of experience in the financial services industry. Most of his expertise is in the marketing and relationship building arena. Jim is also looked to as a leader in the not-for-profit sector because of both his general skills dealing with non profits and fundraising and his specific area of knowledge, Planned Giving. [more...]
Amanda O’Neal has extensive and wide-ranging experience in underwriting. Skilled at negotiating with insurance carriers and facilitating the complex intricacies of getting policies written, Ms. O’Neal succeeds with such an effortless manner that others might think her job is easy – until they learn just how many client cases she works on concurrently. The life insurance policies Ms. O’Neal is responsible for putting in force means she is in constant contact with representatives from major financial institutions throughout the world.
In addition to being an adroit communicator, underwriting requires an analytical approach and to this Ms. O’Neal is a seasoned veteran. Before joining the Greco Planning Group, Ms. O’Neal built a thriving career as a financial planner with Ameriprise Financial (formerly American Express Financial Advisors).
Ms. O’Neal was raised in South Carolina. She received her Bachelor of Science degree in chemistry from Wofford College and earned additional graduate credits from Michigan State University.