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This profile was last updated on 2/5/2016 and contains contributions from the  Zoominfo Community.

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Wrong Roland Greco?

Roland R. Greco

Financial Planner

LPL Financial

HQ Phone:  (617) 423-3644

Direct Phone: (570) ***-****direct phone

Email: r***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

LPL Financial

75 State Street 24Th Floor

Boston, Massachusetts,02109

United States

Company Description

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served approximately $500 billion in brokerage and advisory assets as of July 31, 2016. LPL is one of the fastest growi...more

Background Information

Employment History

College Planning Specialist

Premier College Funding


Financial Planner

Jacobi Capital Management LLC


Affiliations

The Waverly Community House Inc

Board of Trustees Member


CMC Hospital

Board Member


Community Medical Center

Board Member


Education

Villanova University


Web References(8 Total References)


Fixing the 401(k)

www.fixingthe401k.com [cached]

Roland Greco, a registered investment advisor with LPL Financial/Jacobi Capital Management mentioned my analysis of the long-term impact of reducing 401(k) fees that I outline in my book.
Jacobi Capital Management has offices in Wilkes-Barre and Scranton. Thanks, Roland!


Jacobi Capital Management

www.jacobicapital.com [cached]

Roland R. Greco


Waverly Community House - Waverly, PA - The Comm

www.waverlycomm.com [cached]

Roland R. Greco


Roland R. Greco | Jacobi Capital Management, LLC

www.jacobicapital.com [cached]

Roland R. Greco
Roland R. Greco Roland R. Greco Roland joined Jacobi Capital Management in 2008, after a long career with a large national financial services firm. He has been working with individuals, families and businesses since 1999, to help them prepare for a brighter financial future. As an Investment Advisor Representative with Jacobi, Roland provides independent financial advice to clients who invest in the Jacobi Portfolios. Roland also specializes in helping families create and implement a custom plan to pay for their children's college education, and still retire in a comfortable manner. Roland is a board member of CMC Hospital in Scranton, and is the Chair of their Pension and Investment Committee. He is also on the Board of Trustees of The Waverly Community House. Roland is a graduate of Villanova University. He resides in Clarks Summit with his wife Christine and their five children.


www.jacobicapital.com

Roland R. Greco
Roland R. Greco Financial Planner Roland has been working with individuals, families and businesses since 1999, to help them prepare for a brighter financial future. Roland specializes in helping families create and implement a custom plan to pay for college for their children and still be able to retire in a comfortable manner. Roland joined Jacobi Capital Management in 2008 from a national financial services firm. Roland is a graduate of Villanova University. Roland is a board member of CMC Hospital in Scranton and is the Chair of their Pension and Investment Committee. He is also on the Board of Trustees of The Waverly Community House. Roland and his wife Christine live in Clarks Summit with their five children.


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