Greg Beardslee Email & Phone Number

You cannot just tell someone you truly care about them and what happens with their money; you have to show them. I have dedicated my career as an investment representative and retirement counselor to caring for families and their financial future. I strive every day to earn my client’s trust and show them I truly do care about them and what happens with their finances. I am blessed to do what I love and I really do love it. I appreciate every client relationship I have developed over the last couple of decades and I look forward to many years to come of growing those relationships.Even though our team does not have a crystal ball that shows us short-term market fluctuations we do have strategies that have worked through good times and bad to achieve the desired results for our clients. Please be advised that presently Greg Beardslee holds a Series 7, Series 63, and Series 65 license in CA, CO, DE, FL, MD, MN, NJ, OH, TN, VA and WI. For residents of other states which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further.Securities offered through Delta Securities Company, LLC. A Registered Broker-Dealer, Member FINRA & SIPC.

Listed skills include Portfolio Management, Strategic Financial Planning, Investment Advisory, Finance, and 15 others.