Broker Check
Greg Breitman


Greg joined Strategies for Wealth directly out of college as a graduate from the University of Miami.
As a member of his team, Greg works primarily with younger professionals in helping them make truly informed, intelligent decisions around their finances. It is his goal to help his clients think differently about money by beginning to form good habits. This is done by not only focusing on accumulating wealth, but by protecting wealth simultaneously.

Originally from Long Island, Greg now lives in Manhattan and works out of the Financial District office. In his spare time, Greg enjoys playing/watching sports and spending time with his friends and family.

Education and Training:

  • University of Miami
  • Life, Accident & Health Insurance Licensed
  • Series 7 & Series 66 Investment Licensed

Services Offered:

  • Retirement Planning
  • Estate Planning
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Investment Management
  • Annuities
  • Savings Strategies
  • Debt Consolidation/Management
  • Financial Organization
  • Group Benefits

 

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.