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Michael Greco

GCI Financial Group, Inc.

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Michael Greco

GCI Financial Group, Inc.

Michael Greco, a financial fiduciary has been a Paladin Registry member since 2017. Michael is the partner in GCI Financial Group, Inc.. Michael holds the Certified Financial Planner , Chartered Financial Consultant certifications and has over 21 years of experience. Michael provides financial services to clients in the Mendham, New Jersey area.

I. Snapshot

A. Registry Member
  • Since 2017
B. Years of Experience
  • 21
C. College Degrees
  • Lafayette College - Mathematics & Economics
D. Certifications
  • CFP®, ChFC®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    We recognize that each client is unique. We meet with each client to understand their goals and objectives as well as their personal financial circumstances. We then use our experience and knowledge to marry these sets of information to develop a workable, actionable plan so that they may set about achieving those goals. It is not our objective to help clients "beat the market", but rather invest in a manner consistent with accumulating the wealth needed to fund the goals they have for their life. We recognize that money is a commodity - a tool which is used for any number of objectives in life. Our aim is to assist our clients in securely achieving these objectives, not just helping them increase their wealth.

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
  • Michael Greco
B. Main Location
  • 5 Cold Hill Road South
    Suite 23
    Mendham, New Jersey, 07945
C. Telephone
  • 973.543.2133

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • GCI Financial Group, Inc.
B. Relationship to Firm
  • Partner
C. Name of RIA
  • GCI Financial Group, Inc.
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Ameritrade Institutional

V. Credentials

A. Years of Financial Experience
  • 21 Years
B. College, Degrees, Years
  • Lafayette College - Mathematics & Economics
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - New Jersey
C. Industry Licenses
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 2777345
  • IARD: 124193
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
    • Connecticut
    • Florida
    • Maryland
    • Massachusetts
    • New Jersey
    • New York
    • Pennsylvania
    • South Carolina
  • Insurance Products for Commission: See List
    • Florida
    • New Jersey
    • New York
    • South Carolina
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    We recognize that each client is unique. We meet with each client to understand their goals and objectives as well as their personal financial circumstances. We then use our experience and knowledge to marry these sets of information to develop a workable, actionable plan so that they may set about achieving those goals. It is not our objective to help clients "beat the market", but rather invest in a manner consistent with accumulating the wealth needed to fund the goals they have for their life. We recognize that money is a commodity - a tool which is used for any number of objectives in life. Our aim is to assist our clients in securely achieving these objectives, not just helping them increase their wealth.

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • 72
D. Assets (Management, Advisement)
  • $50,000,000
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Performance (Annually)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
  • Newsletters (Quarterly)
  • Other: Performance, Transaction & Other Reports provided on demand
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    Our firm believes in Modern Wealth Management coupled with Old-Fashioned Service. In an age where technology has infiltrated all aspects of our lives, we believe that there is genuine value in meeting clients face-to-face. Unlike many firms, we are not willing to substitute technology for personal contact.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
  • Taft-Hartley Pension Plans
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews
  • Pension Plan Consulting

IX. Certification

Advisor Name
  • Michael Greco
Most Recent Update:
  • Jun 2, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

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