Greco & O'Neal Wealth Strategies utilizes a diversified multi-level approach in preserving, protecting and growing wealth for our business and individual clients. Among the wide array of plans we assist our clients in taking advantage of are: defined benefit plans; cash balance plans; trusts; profit sharing plans; 412(e)(3) plans, travel nurses and other traveling medical professionals and an extensive scope of insurance vehicles. We are experienced in each of the above plans and many others.
Greco & O'Neal Wealth Strategies also believes in the strengths of the leverage concept, utilizing the ability to borrow money from banks as a key strategy to growing estate wealth. Furthermore, we specialize in working with our clients to preserve their estates by assisting them in gaining after-tax benefits using pre-tax dollars.
From the standpoint of financial professionals and institutions, Greco & O'Neal Wealth Strategies is an essential source of knowledge – collaborating with attorneys, tax advisors, banks, private bankers, trust officers, lending institutions and other businesses throughout the financial community to increase their ability to properly advise their clients.
Michael F. Greco, CLU
Michael Greco has more than thirty years of experience in the fields of financial, retirement and estate planning and is a Partner and CEO of Greco & O'Neal Wealth Strategies. His career has progressed steadily through an array of increasingly responsible positions into senior management with a major insurance company prior to the formation of Greco & O'Neal Wealth Strategies. Mr. Greco has earned a reputation as an expert in the area of qualified retirement plans, 412(e)3 plans, individual annuities and estate planning.
Specializing in the intricacies of retirement plan options, the major thrust of Mr. Greco’s work is to assist individuals and corporations in pension fund accrual while minimizing taxation consequences. Through program modeling strategies, best-choice options are demonstrated relative to state, federal, transfer and estate tax issues.
Mr. Greco’s credentials include his designation as a Chartered Life Underwriter (CLU) as well as Series 7 & 63 licenses, and Life and Health Insurance licenses. As a member of the Association for Advanced Life Underwriting, the Society of Financial Service Professionals, the Financial Planning Association of Long Island (in which he is also a former Board member) and MDRT Top of the Table, Mr. Greco is committed to professional growth and excellence.
A native New Yorker, Mr. Greco received his Bachelor’s degree in Business Administration from Hofstra University. He is actively involved in community work as a participant in the Hofstra University Planned Giving program and as a committee chairperson for a local school. His knowledge base regarding tax and IRS issues pertaining to these options is extensive. He is a regularly requested speaker to industry groups such as AALU, FPA, MDRT, as well as numerous insurance companies, financial institutions and professional organizations across the United States.
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
