Hi, I am Greg.
Business Owner| Financial Professional|Recruiter
I am a licensed financial professional with over two decades of experience helping individuals, families, and small business owners develop personalized strategies to not only meet, but exceed their financial goals. I hold a Life Insurance License, FINRA SIE, Series 6, 63, and 26 licenses, as well as a Mortgage License (NMLS# 2128533), which allows me to provide a wide range of financial services tailored to my clients' needs.
Throughout my career, I’ve witnessed the challenges and high costs faced by those in underserved communities in accessing expert financial advice—especially during the early stages of their financial journeys. This realization led me to start Bone & Associates in 2011, with the mission to empower families by enhancing their financial knowledge, protecting their incomes, building solid financial foundations, and creating legacies for future generations.
I believe in a holistic approach to financial literacy and planning that is built on teamwork, transparency, integrity, education, and a personalized approach. My goal is not just to help clients achieve their financial goals but to empower them with the tools, knowledge, and confidence to make well-informed financial decisions.
At Bone & Associates, we offer comprehensive financial planning services, including life insurance, college savings plans, retirement planning, investment strategies, and mortgage planning. I take pride in helping my clients secure a strong financial future and leave lasting legacies.
If you're ready to take control of your financial future, I invite you to schedule a free consultation with me today. Let’s work together to build a secure and prosperous financial future for you and your family."
