Check the background of this financial professional on FINRA's BrokerCheck.
Welcome to
SAM GRECO & ASSOCIATES
FINANCIAL RESOURCES...


Whether you are a prospect just checking out our site for the first time, one of our valued clients, or one of our trusted representatives, chances are we have the information you are looking for!

In today's marketplace, most of us have more questions than answers. With that said, we hope that our website can be a tool to assist you in finding out the answers to many of those important financial questions.

You may want to use one of our many calculators to customize scenarios for your retirement planning, educational funding, or even determining the amount of life insurance you may need. Are you just getting started with your planning? If so, be sure to check out one of our e-seminars on investment basics.

Still can't find what you are looking for…don't hesitate to contact me or any other of our valued advisors. Our advisors can help you clarify your financial goals, concerns, priorities and dreams.

Here at Sam Greco and Associates Financial Resources our goal is simple…to help you reach yours. Whether you are a prospect, a client, or an advisor, I am personally committed to assisting you with the highest level of standards for years to come!

Newsletters
  • Due Date Approaches for 2018 Federal Income Tax Returns
    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Quiz: How Much Have You Thought About Health and Health-Care Costs in Retirement?
    When planning for retirement, it's important to consider a wide variety of factors. One of the most important is health and its associated costs.
  • Four Reasons Your Parents Might Be in Financial Trouble
    As your parents age, they will probably need more help from you. But it may be difficult to provide the help they need, especially if they're
  • How can I get a tax break for child care?
    More than 60% of children under age six in the United States have two parents in the workforce. 1Many of these working parents must spend a burdensome share
  • How much does child care really cost?
    Typical child-care fees vary widely by state, as do other living costs. But in all regions, the average annual cost of center-based care for one infant now exceeds the
    
PreviousNext
Helpful Links
Click here to sign up for our Monthly Newsletters

Click here to sign up for our Weekly Market Updates

Bloomberg

Life Happens

Broker Check

SSA

US Debt Clock

Bankrate

KF Education
Tell A Friend Tell A Friend
 
 
 Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Sam Greco and Associates Financial Resources is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AK, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, MA, MI, MN, MO MS, MT, NC, ND, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. 

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
 


Check the background of this financial professional on FINRA's BrokerCheck.