The Greco Planning Group utilizes a diversified multi-level approach in preserving, protecting and growing wealth for our business and individual clients. Among the wide array of plans we assist our clients in taking advantage of are: defined benefit plans; cash balance plans; trusts; profit sharing plans; 412(e)(3) plans and an extensive scope of insurance vehicles. We are experienced in each of the above plans and many others.

The Greco Planning Group also believes in the strengths of the leverage concept, utilizing the ability to borrow money from banks as a key strategy to growing estate wealth. Furthermore, we specialize in working with our clients to preserve their estates by assisting them in gaining after-tax benefits using pre-tax dollars.

From the standpoint of financial professionals and institutions, the Greco Planning Group is an essential source of knowledge – collaborating with attorneys, tax advisors, banks, private bankers, trust officers, lending institutions and other businesses throughout the financial community to increase their ability to properly advise their clients.

Michael F. Greco, CLU

Michael F. Greco has more than twenty eight years of experience in the fields of financial, retirement and estate planning and is the Partner and CEO of Greco Planning Group. His career has progressed steadily through an array of increasingly responsible positions into senior management with a major insurance company prior to the formation of Greco Planning Group. [more...]

© 2017 greco planning group | 105 Broadhollow Road, Melville, New York 11747 | 631 390 4300 | fax: 631 390 0087

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.

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