Gregory Petrie Crpc, Csscs

Gregory Petrie Crpc, Csscs Email and Phone Number

Senior Financial Advisor and Financial Representative @ The Financial Guys
Eden Prairie, MN, US
Gregory Petrie Crpc, Csscs's Location
Eden Prairie, Minnesota, United States, United States
About Gregory Petrie Crpc, Csscs

For more than 25 years I have worked in the financial services industry helping individuals and families achieve their financial dreams. I am experienced and knowledgeable with the options available in todays insurances and investment markets. I believe communication is the key to understanding my friends and clients goals and needs in order to help the achieve success. Therefore: communication and the ability to "bring people together" are my successes.Specialties: Financial Planning by utilization of many and most tools and methods available today. I am a problem solver!!! I specialize in Wealth Accumulation, Retirement Income strategies, Federal Retirement Benefits, Social Security Claiming Strategies, and tax maximized retirement income planning

Gregory Petrie Crpc, Csscs's Current Company Details
The Financial Guys

The Financial Guys

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Senior Financial Advisor and Financial Representative
Eden Prairie, MN, US
Website:
thefinancialguys.com
Employees:
25
Gregory Petrie Crpc, Csscs Work Experience Details
  • The Financial Guys
    Senior Financial Advisor And Financial Representative
    The Financial Guys
    Eden Prairie, Mn, Us
    View
  • The Financial Guys
    Senior Financial Advisor/ Financial Representative
    The Financial Guys Sep 2020 - Present
    Eden Prairie, Minnesota
    Helping you make your financial dreams a reality by listening and understanding what matters to you!
    View
  • Specialized Tax And Retirement Solutions
    Senior Financial Advisor/Owner
    Specialized Tax And Retirement Solutions Sep 2015 - Aug 2020
    Bloomington, Mn
    Helping individuals achieve and maintain their financial goals by maximizing tax and investment strategies.
  • Next Financial Group
    Wealth Manager
    Next Financial Group Apr 2011 - Aug 2015
    Financial Planning
    View
  • Ameriprise Financial
    Financial Advisor
    Ameriprise Financial Aug 1997 - Nov 2010
    Specialized in wealth managment, estate planning, and portfolio design.
    View
  • Morgan Stanley/Dean Witter
    Stock Broker/ Account Manager
    Morgan Stanley/Dean Witter Jan 1996 - Aug 1997
    Investement Portfolio Mangement

Gregory Petrie Crpc, Csscs Education Details

  • College
    College
    Business Management
  • Brainerd High
    Brainerd High

Frequently Asked Questions about Gregory Petrie Crpc, Csscs

What company does Gregory Petrie Crpc, Csscs work for?

Gregory Petrie Crpc, Csscs works for The Financial Guys

What is Gregory Petrie Crpc, Csscs's role at the current company?

Gregory Petrie Crpc, Csscs's current role is Senior Financial Advisor and Financial Representative.

What schools did Gregory Petrie Crpc, Csscs attend?

Gregory Petrie Crpc, Csscs attended College, Brainerd High.

Who are Gregory Petrie Crpc, Csscs's colleagues?

Gregory Petrie Crpc, Csscs's colleagues are Murissa Joachimi, Michael R. Shaver Cfp® Cca, Joseph Schrutt Crps®, Connor Mcmahon, Elizabeth Clason, Jack Haxton, Brian Janak.

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