Jeffrey B. Greco has over 30 years of experience in the field of financial planning, wealth management, insurance and retirement planning. He began his career as an independent insurance agent and stock broker. Shortly thereafter, Mr. Greco became affiliated with American Express. First in the capacity of Financial Advisor and then as a District Manager and Field Vice President, Mr. Greco’s tenure with American Express (now Ameriprise Financial) spanned 16 years.
In 2006 he became a Partner in Greco Planning Group at its inception in Melville NY and its affiliate The Producers Group Advantage.
Currently Mr. Greco is Owner of JB Greco and Associates LLC , Sovereign Consulting Solutions Inc., He and his businesses have partnering relationships with Integrity Business Solutions, Stryde Savings, Meridian HSN, Mutual Inc. and CWP (Center for wealth Preservation) a Mass Mutual Agency. Being an Independent Advisor Mr. Greco is also Licensed with all the top Insurers in the industry to serve his client’s needs. His life’s work is to help Business-Owner’s, Unions, Municipalities and Associations by conceiving group benefit Solutions, pensions, trusts, and insurance products to meet their current and future financial needs. Specific areas of knowledge include defined-contribution plans, Defined-Benefit plans, Life insurance, Group Benefits, Healthcare Consulting and Estate Planning.
Mr. Greco has substantial qualifications for the work he does. He holds the credentials of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) Registered Health Underwriter (RHU), Certified in Long Term Care (CLTC), Registered Employee Benefit Consultant (REBC), and Certified Fund Specialist (CFS). Additional distinctions include Business Financial Advisor (BFA), the Million Dollar Round Table distinction. Mr. Greco Holds the following Licenses, Series 7 and 63 held with LPL Financial as well as Life, Accident, and Health Insurance and Property and Casualty Licenses.
Mr. Greco offers Financial planning and securities through LPL financial.
Mr. Greco lives in the Town of Smithtown with his two children. He takes time out of his busy schedule to coach for CYO basketball, sat on the Board for the Commack Cheerster booster club, and volunteers with the Commack Hoopsters. Mr. Greco is very active in his support and contributions for both the Juvenile Diabetes Research Foundation and the JDRF. Something very near and dear to his heart is Anti-drug programs and he volunteers in a local program that targets High School Children. He is also a member of the Commack School District Legislative Action Committee and proud to support and donate resources to Mondays at Racine.