When you work with Marissa Greco, James Greco and Angela Deaton, you can expect:

A Fiduciary Commitment: As fiduciaries, we prioritize your financial interest above all else. Our transparent and unbiased advice is always designed to help you reach your unique goals.

Industry Expertise: As Certified Retirement Specialists (CRPC) and Certified Divorce Financial Analyst (CDFA) we offer a wealth of knowledge and experience in retirement planning, tax strategies, and wealth management to secure your financial future. We both each have our series 7, 66 and health and life insurance licensing. Angela is a (CDFA) and (CDLP) as well and has over 20 years of experience with divorce and mortgages.

Personalized Guidance: We take the time to understand your individual circumstances, goals, and concerns, and create a customized financial plan to protect and grow your wealth.

Compassionate Support: We pride ourselves on providing care, empathy, and understanding to ensure you feel confident and secure when making life-changing financial decisions.

Whether you're facing the uncertainties of pre or post-divorce life or simply looking to secure your financial future, Marissa and James Greco are here to help you every step of the way.