Greg Yurconic is a Virtual Premier Banker with 23 years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions, estate planning, and providing active relationship and risk management. In collaboration with a larger team, Greg takes the time to understand what’s important to his clients and their families, the financial resources they’ve worked hard to build, and then develops a plan that caters to their unique situation. His daily goal is to put his clients first and build their trust through high-touch attention, in-depth conversations, and technology.
Greg holds his Series 7 and 66 securities registrations and life, health and variable annuities insurance licenses.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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