
Alexander Grecoemail
Center for Wealth Preservation, LLC
Woodbury, NY 11791
Professional Story
Alex is a dedicated Financial professional with a mission to help individuals, families, and business owners achieve financial confidence and long-term security. With a client-first approach, he specializes in creating personalized strategies that align with each client’s unique goals, values, and life stages.
Areas of focus:
· Retirement and Income Strategies
· Life Insurance and Risk Mitigations
· Wealth Preservation
· Business Owner & Executive Benefits
Alex is located in South Florida and serves clients locally and across the state. He holds his Life & Health Insurance and Series 7 license.
Outside of work he enjoys staying active with fitness, golf, any outdoor activity. He also enjoys relaxing by reading and listening to music.
Licensed to sell insurance in Florida and New Jersey
Education
The University Of Tampa 2017-2021
Hobbies
Golf, Fitness, Outdoors, Reading, Music
Affiliations & Memberships
FINRA
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies
Check the background of this investment professional on FINRA's BrokerCheck