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Trustworthy, Knowledgeable, and Transparent. These are a few words clients have used to describe Brian Greco. Your retirement is where trustworthiness, knowledge, and transparency converge to empower your financial journey. Discover the difference of elite financial guidance today and why people trust me with their retirement!
2211 Ashley Oaks Circle, 33544, Wesley Chapel, United States
4.5
13 reviews
The knowledge and patience of Brian is exactly what I needed when trying to navigate IUL'S. He makes the process seem effortless. And the information that he provides is always accurate. Also he never tried to sell me a product that I didn't want or need. Lastly, availability he is always available for questions, and setting appointments is extremely convenient!
Date of experience: May 14, 2025
I had talked with a couple companies about annuity before I found Brian. Those companies only had the basic annuity that did not really work in my favor (and were thousands more expensive). Only when I found Brian and he educated me on Annuity that I understood its a lot more complex but there are ways that he can save me money in purchasing annuity. Due to circumstances, my need to purchase annuity dragged on for months. In all those months, Brian diligently and patiently worked with me on all the different based on the changes in my personal financial requirements. He is quick to respond regardless of the day and always more than willing to work out the best options for my personal needs. I initially was nervous about knowing him thru the internet and concerned about him being ligit. He showed me his verifiable credentials, we even do video calls just to assure me that he is not just some guy on the internet. I am now in my final steps to purchase the annuity and is grateful having Brian to help me along the way.
Date of experience: May 24, 2025
Brian was attentive to my needs. It didn’t matter how little or much I wanted to invest. He was able to produce a fantastic outcome through his knowledge of the industry.
Date of experience: May 15, 2025
Brian is very trustworthy and knowledgeable, always easy to reach, and easy to talk to. He always responds quickly when I have a question.
Date of experience: December 08, 2024
Hi All,
I recently bought an annuity with Equitrust and was helped out by Brian Greco. My knowledge was very limited in annuities and Brian explained and found the right annuity for me with Equitrust. Without his assistance I would have been lost. He was totally professional throughout the process. I have nothing but great things to say about him and would recommend him to anyone looking to purchase an annuity.
Scott Pelletier
Date of experience: August 01, 2024
Reply from Brian Greco, CERTIFIED FINANCIAL PLANNER™
Scott, thank you it was great working with you thank you for the time, trust and consideration. Look forward to working together in years to come!
It’s really a joy working with Brian! He’s been our financial advisor for approximately 5 years and his advice and service have been exceptional. His outstanding ability to listen to our needs and the suggestions and feedback he gives is beyond just a client relationship and we are very pleased with his handling of our portfolio. Trust is very important to my husband and I when it comes to financial matters and Brian has certainly earned our trust and respect.
Date of experience: August 09, 2024
Reply from Brian Greco, CERTIFIED FINANCIAL PLANNER™
Thank you Hilary! It is a joy working with you and your family!
Brian is very competent, considerate, creative, and very easy to talk to.
Date of experience: August 10, 2024
Reply from Brian Greco, CERTIFIED FINANCIAL PLANNER™
Thank you, Mitch! I hope all is well with you and your family.
I am delighted to share my outstanding experience working with Brian as my financial advisor. From the very beginning, Brian demonstrated an understanding of financial strategies and a commitment to helping me and my wife achieve our financial goals.
Brian's approach is both professional and personable. He took the time to thoroughly understand my financial situation, goals, and concerns. His advice has been invaluable, and his insights have led to meaningful improvements in my financial well-being.
What sets Brian apart is his ability to communicate complex concepts in an easily understandable manner. Brian's proactive approach and dedication have truly made a difference.
I highly recommend Brian to anyone seeking a knowledgeable and trustworthy financial advisor. His expertise, integrity, and client-focused approach make him an exceptional choice for anyone looking to achieve their financial goals with confidence.
Date of experience: May 02, 2024
Reply from Brian Greco, CERTIFIED FINANCIAL PLANNER™
Thank you Frank, Happy 60th!
Brian was very patient with us explaining the annuities.
We can highly recommend his expertise in this field.
Date of experience: August 09, 2024
Reply from Brian Greco, CERTIFIED FINANCIAL PLANNER™
Thank you to you and Sasha, I look forward to working with you in years to come.
Brian is always fast to get back and answer any questions I have and make changes I request in a expedited manner. Brian is very knowledgeable about the products he services.
Date of experience: August 09, 2024
Reply from Brian Greco, CERTIFIED FINANCIAL PLANNER™
Thank you Mr. Stillwagon!
I have been with lots of financial planners
Brian is by far the most knowledgeable with annuities. He listens to get the best for my specific needs. I highly recommend Brian to everyone I know.
Date of experience: July 29, 2024
Reply from Brian Greco, CERTIFIED FINANCIAL PLANNER™
Thank you! I look forward to working with you and Debbie for many many years!
Working with Brian Greco has been an awesome financial experience. My wife and I had questions about our past and current retirement plans and Brian helped us understand them and explained things that our past financial advisors did not know or couldn’t answer.
Brian helped us carefully through several options that we were considering. We actually looked at about four different annuity plans and Brian took us through the details on each one to help us determine which one was best for our financial peace of mind, now and for as long as we both live.
Brian is much more than a sales person to us. He is now our trusted advisor. Brian’s personality and style are warm and engaging so it is a pleasure working with him. My wife and I feel like Brian has been a good friend for a long time and he will be our friend and financial advisor for years to come.
We highly recommend Brian Greco at Annuity Gator for all your financial and retirement planning.
Date of experience: July 02, 2024
Reply from Brian Greco, CERTIFIED FINANCIAL PLANNER™
Thank you Terrilu and Bill! Great working with you to achieve your financial security! Look forward to working with you for many years to come!
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