Greg Breitman
Greg joined Strategies for Wealth directly out of college in 2012 as a graduate from the University of Miami.
As a member of his team, Greg's expertise is in helping his clients 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 around cash flow and savings. This is done by not only focusing on accumulating wealth, but by protecting wealth simultaneously.
As a member of his team, Greg's expertise is in helping his clients 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 around cash flow and savings. This is done by not only focusing on accumulating wealth, but by protecting wealth simultaneously.
Originally from Long Island, Greg now lives in Port Washington with his wife, daughter and mini bernedoodle, and works out of the Midtown office. In his spare time, Greg enjoys 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