Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Insurance & Annuities
- Estate & Legacy Strategies
- Divorce Finances
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CPWA®
Certified Private Wealth Advisor®
Personal Interests
- Health & Nutrition
- Spending Time with Family
- Pets
- Sports Enthusiast
- Music
Team Members
- Kathy GrecoSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(219) 663-4329Fax
(866) 444-6177Office Address
11426 BroadwayCrown Point, IN 46307opens in a new window
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