CALL US: (888) 440-2468

CALL US: (888) 440-2468

have an annuity question?
have an annuity question?
MEET YOUR LICENSED ANNUITY SPECIALIST

Brian Greco

CONTACT ME DIRECTLY
Brian Greco

MEET YOUR LICENSED ANNUITY SPECIALIST

Brian Greco

Brian Greco
contact me directly

Learn More About Me

My name is Brian Greco. I specialize in helping my clients financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income while securely protecting their money during these turbulent times.

Despite the current volatility in the market and the low interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

 While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to convert your savings into a long-term sustainable income, while protecting your money. It’s my goal that you are able to spend with confidence when you retire.

I began my career in Finance at Raymond James Financial in St. Petersburg, Florida. It was there that I acquired a variety of investment skills and experience working with complex financial cases dealing exclusively with high net-worth clients.

Currently, I am Director of Financial Planning for Accurate Wealth Management. I have been able to leverage my experience and knowledge to develop winning comprehensive financial plans to solve complex estate, tax, and income goals.

Additionally, I serve as a mentor to other advisors who are managing high net-worth clients and creating detailed financial plans. I am also a Certified Financial Planner™ Practitioner. I have a passion for staying current on the latest investment and tax strategies, as well as economic factors that contribute to retirement and financial planning success.

Through our advanced technology systems, it is possible for me to meet “face-to-face” virtually online with my clients and share computer screens so that we can be on the same page. I can show you firsthand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most frequently asked questions in a simple, personalized way. All my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out to me when you are looking for your retirement planning guidance and annuity recommendations. I will be glad to help you reach your retirement goals. I look forward to hearing from you.

Sincerely,
Brian Greco

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download our retirement guide
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