Greg Carrico

Co-Founder and President at Legacy Wealth Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Clinton Township, Michigan, United States, US
Skills

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Experience

  • Legacy Wealth Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Co-Founder and President
      • Jan 2016 - Present

      Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals. We are our clients' financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future. Show less

  • Legacy Insurance Advisors
    • United States
    • Insurance
    • 1 - 100 Employee
    • Founder
      • Jul 2013 - Present

Education

  • University of Michigan
    Electrical Engineering
    1999 - 2003
  • The American College
    CLU & ChFC
    2010 -

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