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

Greco Risk Management Group, LLC provides Risk Management Advisory Services to proactively re-design the current, ongoing and future protection of businesses with plans customized for risk appetite.

  • Accidental Death & Dismemberment
  • Business Interruption & Contract Assessment
  • Commercial Auto
  • Directors & Officers
  • Employer Practices Liability Insurance
  • General Liability
  • Med/Mal Liability
  • Property Coverage
  • Professional Liability
  • Short Term & Long Term Disability
  • Small Business Group Health
  • Workers Compensation

Specialty Services

  • Buy Sell Agreement Advisory Services
  • Equine & Farm Industry
  • Fine Arts
  • Master Policies for Associations for Group Purchasing
  • Operations with Environmental Exposures
  • Social Service Organizations

Affiliations and Alliances

  • Law Firms
  • Insurance Carriers and General Agencies
  • Accounting Firms

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 acheive 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.

© 2019 greco planning group | 2929 Expressway Drive North, Suite 200, Hauppauge, NY 11749 | 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