Find the Certified Financial Planner™
Who's right for you.

William F. Greulich, CFP®

WFG Associates, Inc.

17 Revere Drive West
Floral Park, NY 11001
Phone: (516) 437-3000
Fax: (516) 354-4818

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Medical & Health Issues
  • Sudden Wealth
  • Nontraditional Households
  • 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.