Paul F. Greeke, CFP®

Paul F. Greeke, CFP®

Vice President

Phone: 978-689-6932
Fax: 978-689-0952
E-mail:
 

Paul has been assisting families, individuals, and small businesses achieve their unique financial goals for more than 34 years.  His mission is to help his clients accumulate, enjoy, protect and distribute their wealth in the most tax-advantaged ways possible.  He assists his clients with prioritizing their most important financial goals by listening to their needs and desires for the future.  Based on these needs, he tailors specific financial strategies for each client.

After graduating from the University of Massachusetts at Amherst with a BA in Business Administration, Paul began his career with John Hancock over 30 years ago.   He has both sales and leadership experience.  He was a Sales Manager for 18 years before deciding to focus on his own practice.  Paul has been acknowledged or his accomplishments as a financial advisors throughout his career.  In 2009 he qualified for the “Achieving Client Excellence” (ACE) conference.  ACE is a qualification unique to the John Hancock Financial Network.

As an Advisor at Boston Partners Financial Group, LLC, a member of the John Hancock Financial Network, Paul has access to a variety of financial products and services.  These services include, Retirement Funding Strategies, Wealth Accumulation, College Funding, Asset Protection, Life Insurance, Long-Term Care Insurance, Estate Conservation and Disability Income Insurance.

He holds his Series 6, 22, 63, 65 and Life, Accident and Health Insurance licenses.  He also completed courses and passed his exams with the College of Financial Planning to earn his Certified Financial Planner (CFP®) designation.

Paul is a native of Gloucester, Massachusetts and currently resides in Hamilton, Massachusetts with his wife Kathy and his three children, Chris, Emily and Matt.

Registered Representative/Securities and investment advisory services offered through Signator Investors, Inc, Member FINRA, SIPC, a registered investment advisor. Boston Partners Financial Group, LLC is independent of Signator Investors, Inc.                                            103-20150309-222161