Gregory Guenther

Gregory Guenther [ChFEBC℠, CRPC®]

106 Main Street
Suite D
Matawan, NJ 07747

Original Certification Date: 9/22/2015

ChFEBC℠ Number: 19G315G0M

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