Greco & O'Neal Wealth Strategies jobs and careers

About Greco & O'Neal Wealth Strategies

Greco & O’Neal Wealth Strategies is a multifaceted financial planning firm with offices in South Florida and New York. Our focus is a collaboration with financial services firms to provide expertise in the areas of life insurance, premium finance, and IRA rescue strategies. We also partner with executives of both small and large companies in addition to high-net-worth individuals to create tailor-made financial solutions. Some areas of expertise consist of profit sharing, balancing income taxes, estate taxes, and investment strategies. We ensure personalized estate and retirement planning including IRA’s, generational tax planning, 401k’s, rollovers & gifting strategies. Our bespoke approach to preparing your investments, savings, retirement and income management while simultaneously leveraging existing assets to cover life insurance costs without hindering your cash flow simply makes us second to none.