Sean Greaves Email & Phone Number

I specialize in helping individuals and businesses achieve their financial goals by building strong relationships and offering personalized financial strategies. At Marg Financial, we provide a comprehensive range of services, from wealth management to insurance, ensuring that our clients have the right solutions to meet their unique needs. My mission is to deliver value and guide clients through complex financial decisions.If you're interested in exploring how we can work together, feel free to reach out to me at Sean.Greaves@margfinancial.comMy Four-Phase Planning Process:Introductory DiscussionIn our first meeting, we aim to establish compatibility and lay the foundation for a successful client-advisor relationship. This is an opportunity for me and my team to introduce ourselves, learn about your goals, and determine if we are a mutual fit to work together.Financial Discovery SessionDuring this session, we gain an understanding of your current and long-term financial goals and concerns. We’ll review your financial situation and evaluate whether it makes sense to proceed with our collaboration.Strategy Development and Preliminary RecommendationsHere, I’ll review your financial information, exchange necessary documents, and develop a tailored financial strategy. In our third meeting, I’ll present initial findings and outline a plan aligned with your goals. We’ll refine the plan to ensure it matches your comfort level and objectives.Plan Delivery and ImplementationIn the final phase, we deliver the comprehensive financial plan and discuss next steps, including an implementation timeline. We’ll address any remaining questions or concerns, ensuring you feel confident and informed about the path forward.This approach ensures we understand your needs and current situation.At Marg Financial, we specialize in creating customized financial strategies that reflect your specific needs and goals. Our services include:- Investment Advisory- Business Planning- Protection Planning- Estate Planning- Retirement Planning- Tax PlanningWe are committed to helping you navigate your financial journey with expert guidance and a clear path toward achieving your financial goalsSecurities offered through Cetera Advisor Networks, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.MARG Financial and its affiliated companies are independently owned and operated.1800 Route 34, Building 2 Suite 201, Wall, NJ 07719

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  Hamilton College

  Economics