The Greco Planning Group

Finance · 1-10 Employees

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Overview

Phone Number

(631) 390-4300

Revenue

<$5 Million

Industry

Finance Securities Trading

About The Greco Planning Group

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 reaRead more
The Greco Planning Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

The Greco Planning Group Org Chart

PhoneEmail
AO

Partner

PhoneEmail
ND

Executive Assistant, Sales Marketing

PhoneEmail
BA

Sales & Marketing Specialist

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Greco Planning Group

<$5M
1-10
Private
-
2002
$7.1M
11-50
Private
-
1994
Shawn Orser, President & Chief Executive Officer at Seaside Financial & Insurance Services
Shawn OrserPresident & CEO
<$5M
11-50
Private
-
1984
KC
Kristi CanavanManager, Commercial Lines
<$5M
11-50
Private
-
1996
<$5M
11-50
Private
-
1978
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The Greco Planning Group Tech Stack

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Frequently Asked Questions Regarding The Greco Planning Group

What is The Greco Planning Group's official website?
The Greco Planning Group's official website is www.grecoplanninggroup.com
What is The Greco Planning Group's Revenue?
The Greco Planning Group's revenue is <$5 Million
What is The Greco Planning Group's SIC code?
The Greco Planning Group's SIC: 62,628
What is The Greco Planning Group's NAICS code?
The Greco Planning Group's NAICS: 52,523
How many employees does The Greco Planning Group have?
The Greco Planning Group has 1-10 employees
What industry does The Greco Planning Group belong to?
The Greco Planning Group is in the industry of: Finance, Securities Trading
What is The Greco Planning Group competition?
The Greco Planning Group top competitors include: Americorp Financial Group, Legacy Group, Seaside Financial & Insurance Services, Marshfield Insurance
What technology does The Greco Planning Group use?
Some of the popular technologies that The Greco Planning Group uses are: Barracuda Networks, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact The Greco Planning Group?
The Greco Planning Group contact info: Phone number: (631) 390-4300 Website: www.grecoplanninggroup.com
What does The Greco Planning Group do?

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 co... mpanies, 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.Read More

What are The Greco Planning Group social media links?
The Greco Planning Group Linkedin page The Greco Planning Group Facebook page
Is The Greco Planning Group a public company?
The Greco Planning Group is private company therefore does not currently have an official ticker symbol
See more information about The Greco Planning Group

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