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Home > Financial Planner Directory > California > Roseville > Jerrold A. Grecu, CFP®, CFA
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Jerrold A. Grecu, CFP®, CFA

Grecu Capital Management, Inc.

1731 E. Roseville Pkwy
Ste 270
Roseville, CA 95661
Phone: (888) 504-7328

Toll-free: (888) 504-7328

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Irregular Income
  • Getting Married
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Tangible Assets
  • Starting a Family
  • Medical & Health Issues
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.