Benefits Advisor
With 25+ years of helping clients with pre- and post-retirement planning, Greg is committed to always putting clients’ needs first to ensure they have a stable, reliable retirement. His comprehensive and process-driven system for wealth accumulation and tax planning allows him to uncover the right strategies for his clients while at the same time, preserving and protecting their wealth and creating a legacy for their families.
Printed courtesy of www.wdochamberma.com/ – Contact the Webster Dudley Oxford Chamber of Commerce Inc for more information.
505 South Main Street , Webster, MA 01570 – 508-943-9700 – director@wdochamberma.com