Focus: Insurance Strategies, Investment Strategies, Business Owners, Estate Planning, Business Succession Planning, Retirement Income Planning
Greg Blum is Co-General Agent of MassMutual Long Island Metro. Greg and the Agency are motivated by an understanding that they can help improve the financial lives of their clients and colleagues.
Upon receiving his Bachelor of Science degree in Business Economics / Accounting from the State University of New York at Oneonta in 1982, he began his career as a Tax Accountant.
For over two decades, Greg was an industry-leading Estate Planner, working with the owners of closely held corporations and high net worth individuals throughout the New York tri-state region. In 2005 he left a practice that inspired him to build the Center for Wealth Preservation. Through hard work, mentorship and development of his colleagues, acquisitions and a merger, today, MassMutual LI Metro are represented by over 100 Advisors and talented support/management team.
While in practice Greg qualified for many industry awards. Under his leadership, the Agency was awarded MassMutual’s “Chairman’s Trophy” which is awarded for Outstanding Performance and is based on a point system that rewards the performance of key measures in sales; in 2006, they also received a Silver in 2010 and in 2012 they received Bronze. The Agency has also been recognized with the “Crystal Achievement Award” which recognizes firms that have demonstrated solid performance and growth over the previous year, as well as maintained quality business in 2009, 2010, 2013, 2016, and 2019. Under Greg’s tenure, General Agents Managers Association (GAMA) International has recognized Greg and the Center for Wealth Preservation with the “Master Agency Award” in 2009, 2011, 2013, 2016, 2017, 2018 and 2019.
Greg credits the disciplined application of a planning approach for his and the Agency’s Advisors’ success. The hallmarks are: listening to a client’s specific needs, goals, and objectives then designing customized solutions.
Greg is an avid tennis player. He and his wife, Jill, live in Woodbury, NY. They have two Sons, Alex lives in Chicago and Matt lives in New York City. Both Sons have launched their careers in the financial industry.
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6800 Jericho Turnpike Suite 202W
Syosset, NY 11791