Greg Geryak Email & Phone Number

Greg Geryak is a Insurance and Financial Advisor at One2One Wealth Strategies at One2One Wealth Strategies.

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  Insurance And Financial Advisor

  One2One Wealth Strategies

  Nov 2017 - Present

  One of the biggest challenges we face in life is to plan for retirement and grow our net worth.To this end, a prudent first step is to be educated in suitable investment strategies to achieve your financial goals. Having a knowledgeable advisor with the understanding of client goals and needs to create a plan with a philosophy that follows Nobel Laureate proven research is an integral part in this endeavor, and that is where I can help.My name is Greg Geryak and I am a financial advisor with One2One Wealth Strategies, a PlanMember Financial Center in Glendale, AZ. Utilizing a personal retirement calculator software program (PRC), I will create a concise outlook of your financial situation now and in the future regardless of whether you are an Educator, in the Corporate Sector, self-employed, single or married, starting a career, thinking about retirement, or already retired.As an independent advisor with PlanMember, I can help put a plan in place for your future. You can choose from a broad spectrum of Investment Options, including professionally managed mutual fund accounts and insurance programs. You will also enjoy the Benefits of Membership through the PlanMember Services Program, a comprehensive retirement planning system designed to help take the mystery out of saving for retirement. And, you can choose the level of service that is right for your personal investment style.I am a prior owner/agent of a Farmers Insurance & Financial Services Agency, an independent financial services representative and Medicare advisor, and I continue to attend professional development trainings to stay abreast of the current markets and investment strategies.I am a member and volunteer with the Ahwatukee Chamber of Commerce and have served on the Board of Directors as President of the Ahwatukee YMCA.Licenses/Credentials:Property casualty, health-life, Series 6 & 63 AHIP Medicare certified.