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Financial Planning, Investments, Estate Planning, Life Insurance, Tax Preparation, for those facing or already enjoying retirement.
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Reviews (2)
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3.0
2 Reviews
Marcia Snow
My father trusted this company and they took his money and put it into investments that didn't make any sense according to my personal financial advisor. Dad is 82. He lost nearly 1/3 of the value in his accounts and I was counting on that money to help pay for my grandkids tuition. Shame on you greg.
Deanna Kelly
Greg Melia is honest, trustworthy and he and his staff truly care about me and my financial security.
In these uncertain times, I know for certain that I can trust Greg to watch my back. He has kept my investments on track for a comfortable retirement.
Thanks Greg.
Deanna K
Detailed Information
- Location Typeunknown
- Opening Date1989
- Annual Revenue Estimateunknown
- SIC Code show
- Employees5 to 9
- Contactsshow
- Director, Client Relations Becky Benanzer
- President Greg Melia
- Executive Assistant Carolyn Mosely
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