Gregory W. Lawrence [ChFEBC℠, CFP®]
21628 Berwhich Run
Estero, FL 33928
(Virtual home office studio)
Original Certificate Date: 5/30/2019
ChFEBC Number: 19E40GL01
Organization: Lawrence Legacy Group, LLC
Phone: 239-354-7934
Cell: 239-207-6840
Fax: 239-465-4688
Email: greg@lawrencelegacygroup.com
Website: www.lawrencelegacygroup.com
States Currently Licensed: FL, WA, MA, NH, KS
CRD #: 1122651
Primary Insurance: Athene, F& G, One America, Protective Life
Primary Investment: Current RIA is Odiorne Point Asset Management, NOT Estate Planners of NEW ENGLAND
Services: Comprehensive financial planning, Fee based Asset management, income planning, risk and fee reduction, tax planning, legacy planning
Additional: Virtual Appointments available