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Costas Grekis

Costas Grekis

Wealth Advisor

Helping you work toward your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline, and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, preserve, use, and transfer assets in a more advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.


I have a strong history of working with credit union members, their family, and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:


Is your retirement money invested properly?
Will you have enough income in retirement?
What should you do with an existing retirement plan from a previous employer?
How will you pay for a child's or grandchild's education?
Financially, what would happen to your family if you died?
How will you pay for long-term care?


It's easy to get started. Please contact me for a no-cost, no-obligation consultation.


Education
B.A., Finance, University of Pittsburgh
B.A., Marketing, University of Pittsburgh
Earned CRPC (Chartered Retirement Planning Counselor) designation, College for Financial Planning

Affiliations
NAIFA, National Association of Insurance & Financial Advisors

Professional Services
Wealth Management
Retirement Planning
Personal Financial Assessments
Insurance Planning
Investment Management
Financial Planning
Education Funding