JEFFREY B. GRECO, ChFC, CFS, CLU, REBC, RHU, CLTC
President
JB Greco and Associates. Inc.
Jeffrey B. Greco has over 30 years of experience in the field of financial planning, wealth management, insurance 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, Mr. Greco’s tenure with American Express (now Ameriprise Financial) spanned 16 years.
In 2006 he became a Partner in Greco Planning Group at its inception in Melville NY and its affiliate The Producers Group Advantage.
Currently Mr. Greco is Owner of Sovereign Consulting Solutions Inc., Municipal TPA Inc. and JB Greco and Associates LLC. He and his businesses have partnering relationships with Integrity Business Solutions, Long Island Wealth Management and CWP (Center for wealth Preservation) a Mass Mutual Agency. Being an Independent Advisor Mr. Greco is also Licensed with all the top Insurers in the industry to serve his client’s needs. His life’s work is to help Business-Owner’s, Unions, Municipalities and Associations by conceiving group benefit Solutions, pensions, trusts, and insurance products to meet their current and future financial needs. Specific areas of knowledge include defined-contribution plans, Defined-Benefit plans, Life insurance, Group Benefits, Healthcare Consulting and Estate Planning
Mr. Greco has substantial qualifications for the work he does. He holds the credentials of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) Registered Health Underwriter (RHU), Certified in Long Term Care (CLTC), Registered Employee Benefit Consultant (REBC), and Certified Fund Specialist (CFS). Additional distinctions include Business Financial Advisor (BFA), the Million Dollar Round Table distinction. Mr. Greco Holds the following Licenses, Series 7, 63, 24, Life, Accident, and Health Insurance and Property and Casualty Licenses.
Mr. Greco lives in the Town of Smithtown with his two children. He takes time out of his busy schedule to coach for CYO basketball and sits on the Board for the Commack Cheerster booster club. Mr. Greco is very active in his support and contributions for both the Juvenile Diabetes Research Foundation and the Naomi Barrie Research Center. Something very near and dear to his heart is Anti-drug programs and he volunteers in a local program that targets High School Children.
President
JB Greco and Associates. Inc.
Jeffrey B. Greco has over 30 years of experience in the field of financial planning, wealth management, insurance 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, Mr. Greco’s tenure with American Express (now Ameriprise Financial) spanned 16 years.
In 2006 he became a Partner in Greco Planning Group at its inception in Melville NY and its affiliate The Producers Group Advantage.
Currently Mr. Greco is Owner of Sovereign Consulting Solutions Inc., Municipal TPA Inc. and JB Greco and Associates LLC. He and his businesses have partnering relationships with Integrity Business Solutions, Long Island Wealth Management and CWP (Center for wealth Preservation) a Mass Mutual Agency. Being an Independent Advisor Mr. Greco is also Licensed with all the top Insurers in the industry to serve his client’s needs. His life’s work is to help Business-Owner’s, Unions, Municipalities and Associations by conceiving group benefit Solutions, pensions, trusts, and insurance products to meet their current and future financial needs. Specific areas of knowledge include defined-contribution plans, Defined-Benefit plans, Life insurance, Group Benefits, Healthcare Consulting and Estate Planning
Mr. Greco has substantial qualifications for the work he does. He holds the credentials of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) Registered Health Underwriter (RHU), Certified in Long Term Care (CLTC), Registered Employee Benefit Consultant (REBC), and Certified Fund Specialist (CFS). Additional distinctions include Business Financial Advisor (BFA), the Million Dollar Round Table distinction. Mr. Greco Holds the following Licenses, Series 7, 63, 24, Life, Accident, and Health Insurance and Property and Casualty Licenses.
Mr. Greco lives in the Town of Smithtown with his two children. He takes time out of his busy schedule to coach for CYO basketball and sits on the Board for the Commack Cheerster booster club. Mr. Greco is very active in his support and contributions for both the Juvenile Diabetes Research Foundation and the Naomi Barrie Research Center. Something very near and dear to his heart is Anti-drug programs and he volunteers in a local program that targets High School Children.