Dan Grieco is founder and president of Grieco Financial Solutions LLC, and has worked extensively as a financial advisor since 1984. He has been life and health insurance licensed since 2000. In 1982, Dan graduated with a BA in mathematics from Upsala College and remains passionate about the use of strong quantitative skills and analysis in business and everyday life. “Anything is possible. What keeps me busy is learning and understanding what the probability is of something occurring.” Hard work, discipline and focus are my middle names.
I’ve been working hard ever since I got my first job at 12 years old delivering newspapers. From 2006-2009, Prudential Insurance Co. awarded him membership into their Masters Council. I understand the importance of face-to-face meetings and communicating with clients in a timely and effective manner. I am constantly evolving and improving upon my knowledge and skills to enable me to better serve my clients. This is accomplished by actively attending several annual educational workshops and continuing ed courses on investments, estate planning, taxation, life and health insurance, retirement, college planning and other related topics. It is equally vital to help educate and inform my clients on financial matters by periodically sending them my newsletter, other informative mailers and emails, sponsoring Client Appreciation Events and more.
Ultimately, my own success is the result of putting my client’s best interests first and helping them achieve financial independence. Building strong relationships with my clients is important to me and I appreciate their multiple referrals.