Gregory Guenther, CRPC
CRD Number: 4886233Current Firm: Grantvest Financial Group LLC
Compensation Model: Fee Only
I am a Fiduciary Financial Planner and Chartered Retirement Planning Counselor, which means I am uniquely equipped to assist with all aspects of financial and retirement planning. I am committed to helping people just like you create solutions for their investment and retirement assets. I enjoy collaborating with clients to design, implement and monitor customized planning strategies.
You may book a call or meeting with me through my booking calendar, https://go.oncehub.com/gregoryguenther
I look forward to hearing from you.
-Greg
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6381165
A.g.p / Alliance Global Partners
CRD# 2130640
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Grantvest Financial Group, LLC | Matawan, NJ | Oct 2020 - Current | 3 |
Calton & Associates, Inc. | Matawan, NJ | Jun 2013 - Current | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2006 |
S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- FL
- MD
- MA
- NJ
- PA
- TX
-
Total Assets Under Management107MILLIONS
-
Total Number of Accounts883ACCOUNTS
-
Average Account Value$121,178
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA
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