Greg Ostrowski, Cfp®, Crpc®, Bfa™ Email & Phone Number

I am a CERTIFIED FINANCIAL PLANNER™ practitioner working with individuals and families across the United States. My number one goal is to help clients engage with their finances in the manner that is most impactful to their needs. I work with clients to bring visibility to their finances, to make data-driven decisions and to help them determine and rank their priorities. From there, I collaborate with clients to develop a low-friction plan to automate savings and design investment strategies to best support those priorities.Beyond the CERTIFIED FINANCIAL PLANNER™ designation, I am also a Chartered Retirement Planning Counselor® and Behavioral Financial Advisor™. I also hold the FINRA Series 7 and Series 66 designations in addition to being licensed to advise on Life and Health insurance.At Scarborough Capital Management, we specialize in investment and wealth management for individuals. We regularly advise on corporate pension buyouts for those nearing retirement. We offer personalized management of workplace retirement plans such as 401ks, 403bs and Thrift Savings Plans (TSPs). In addition to managing client assets, we take pride in helping clients develop long-term retirement income plans to help them enjoy a comfortable transition into retirement. IMPORTANT DISCLOSURES:Securities through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. Advisory services offered through Scarborough Capital Management, a registered investment advisor. IFG and Scarborough Capital Management are unaffiliated entities. For state licensing information please visit www.scmadvice.com. View IFG's Privacy Policy at http://www.ifgsd.com/IFG_privacy_policy.html Content posted by other parties does not necessarily represent the views of IFG nor Greg Ostrowski. Content is for general purposes only and is not an offer to buy or sell any security. IFG nor Greg Ostrowski provide tax or legal advice. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Listed skills include Retirement Planning, Strategic Financial Planning, Investments, Investment Advisory, and 33 others.

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  Villanova University

  International Business