Gregory Guenther [ChFEBC℠, CRPC®]
Building 77
Room M24
Jamaica, NY 11430
Original Certification Date: 9/22/2015
ChFEBC℠ Number: G15G0319M
Organization: GRANTvest Financial Group
RIA Custodian: Charles Schwab
Phone: 732-970-6659
Cell: 732-239-6674
Email: gregory@grantvest.com
Website: www.grantvest.com
States Currently Licensed: AL, AZ, AR, CA, CT, DE, FL, HI, IL, IN, IA, KS, KY, MD, MA, MI, MN, MS, NJ, NY, NC, OH, PA, RI, SC, TN, TX, VA, WI
State Insurance License #: 1210244
CRD #: 4886233
CRPC #: 2000527145
Primary Insurance: As an independent financial planner, I have the ability to work with virtual any insurance company to find the best fit for my client’s annuity, life insurance, disability insurance, long-term care insurance and other insurance needs
Primary Investment: As a financial professional and fiduciary, I am committed to helping people just like you create solutions for their investment and retirement assets. I enjoy collaborating with clients to design, implement and monitor customized planning strategies
Services: Comprehensive federal employee benefit planning, FERS & CSRS pension calculations, Social Security benefit reviews & special retirement supplement calculation, TSP strategies, FEGLI planning, financial & retirement planning, investment planning, legacy planning, educational planning strategies
Additional Information: I am a fiduciary financial planner and registered investment advisor. I look forward to hearing from you. You may book a call or meeting with me through my booking calendar, https://go.oncehub.com/gregoryguenther