has 42 years of experience providing clients with strategies in financial, retirement, and estate planning. He is the president of Wealth Strategy Partners and a founding member of @Aspen, LLC. The @Aspen team provides professional and comprehensive financial strategies with a commitment to multi-generational client services. Greg’s insurance / investment background encompasses individual, as well as business strategies. He has operated independently with a clear focus on providing clients with the best solutions in a comfortable and easy to comprehend way. The focus of his practice includes financial, retirement, business and estate planning. In 2008 he rejoined Equitable Advisors, our broker dealer, where he continuously receives recognition and high honors.
is a financial, retirement, business and estate planning strategies firm with offices in Farmington Hills, Troy, Port Huron, Grand Rapids, and Rochester, Michigan. With over 150 years of combined service, we are a recognized leader in the personal and corporate financial services industry. We work by helping both personal and business clients to identify specific financial goals for retirement, business continuity, and estate plans. By using tax advantaged investment strategies, benefit plans, planning techniques and investment products, we assist in creating and implementing plans that will help our clients to achieve their long-term objectives.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. At Aspen, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates. PPG-162702 (12/21) exp (12/23)
CA Insurance License: 0D89669
California Insurance License #: 0D89669
Securities
and investment advisory services
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
At Aspen, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.