Thinking in Solutions: Concepts & Custom Plan Design to Preserve,
Protect & Grow Assets through Estate and Retirement Planning

Greco & O'Neal Wealth Strategies provides extensive Estate and Retirement Planning concepts based on achievement goals of high net worth individuals and small business owners.

  • Defined Benefit Plans
  • 412(e)3 Plan
  • Life Insurance
  • Pension Owned Life Insurance
  • Premium Finance
  • Supplemental Benefit Programs
  • Charitable Gift Planning
  • BOLI–Bank Owned Life Insurance
  • Fixed and Variable Annuities
  • Disability
  • 401k Profit Sharing plans
  • SIMPLE and SEP Plans
  • Wealth Management
  • Bokerage

Areas of Expertise

  • The Caddie Association (TCA)
  • Police Benevolent Association Retirement Plans
  • The Professional Caddie Association
    Foundation (TPCA)
© 2023 Greco & O'Neal Wealth Strategies | 7551 WILES ROAD, SUITE 104, CORAL SPRINGS, FL 33067 | 631 390 4300  

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Greco & O'Neal Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Auto and home insurance is offered by unaffiliated insurers. Some Health insurance products offered by unaffiliated insurers.

OSJ 6800 Jericho Turnpike, Suite 202W, Syosset NY 11791 (516) 364-4203