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Welcome to
SAM GRECO & ASSOCIATES
FINANCIAL RESOURCES...


Whether you are a prospect just checking out our site for the first time, one of our valued clients, or one of our trusted representatives, chances are we have the information you are looking for!

In today's marketplace, most of us have more questions than answers. With that said, we hope that our website can be a tool to assist you in finding out the answers to many of those important financial questions.

You may want to use one of our many calculators to customize scenarios for your retirement planning, educational funding, or even determining the amount of life insurance you may need. Are you just getting started with your planning? If so, be sure to check out one of our e-seminars on investment basics.

Still can't find what you are looking for…don't hesitate to contact me or any other of our valued advisors. Our advisors can help you clarify your financial goals, concerns, priorities and dreams.

Here at Sam Greco and Associates Financial Resources our goal is simple…to help you reach yours. Whether you are a prospect, a client, or an advisor, I am personally committed to assisting you with the highest level of standards for years to come!

Newsletters
  • Hidden Gem: HSAs in Retirement
    When saving for retirement, you're probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware of another type
  • Tax Scams to Watch Out For
    While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it's in your best interest to always be vigilant
  • Know Your Mutual Funds
    Almost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retirement was the primary goal for 73% of investors;
  • How can you lower the costs of owning a vehicle?
    Vehicle expenses can take a big bite out of your budget. According to a AAA report, the average annual total cost of owning and operating a new vehicle in 2018 was
  • Is a vehicle subscription service in your future?
    Automakers and start-up companies are betting that today's generation of drivers will embrace a new model of temporary ownership called a vehicle subscription
    
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 Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Sam Greco and Associates Financial Resources is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AK, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, MA, MI, MN, MO MS, MT, NC, ND, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. 

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
 


Check the background of this financial professional on FINRA's BrokerCheck.