Gregory W. Lawrence

Gregory W. Lawrence [ChFEBC℠, CFP®]

21628 Berwhich Run
Estero, FL 33928

Original Certificate Date: 5/30/2019

ChFEBC Number: 41G9EL100

Organization: Lawrence Legacy Group, LLC

RIA: Estate Planners of New England

Phone: 239-354-7934
Cell: 239-207-6840
Fax: 239-354-7934



States Currently Licensed: FL, AZ, WA, CA, TX, OH, NJ, PA, MA, NH, DC, VA, MD, NC, ME

Primary Insurance: Nationwide, Athene, Protective Life, One America

Primary Investment: TD Ameritrade and Charles Schwab, Nationwide

Services: Comprehensive financial planning, income planning, risk and fee reduction, tax planning, legacy planning