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Our Representatives
Today, Sam Greco and Associates Financial Resources serves over 75 trusted Financial Services representatives in more than ten states.

Our organization has a team of highly qualified, client-centered, financial professionals, who work to help you design your personal financial strategy and assist you in monitoring your goals. Whether you are looking to build and preserve your wealth, manage your income, plan your estate or discover your optimal tax strategy, please consider one of our advisors.

Together, our success lies in our dedication to the financial independence of our clients through an unequally qualified entrepreneurial sales and support network. It is the caliber of these trusted representatives along with the clients they so capably service that forms the cornerstone of continuous success and leadership position of Sam Greco and Associates Financial Resources.

Looking for a Representative in your area? Feel free to contact one of ours!
(NOTE: Due to the number of representatives we have in Wisconsin and Michigan, those states are listed first; the states following are listed alphabetically).




North Dakota




South Dakota
 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. 

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.

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