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Gregory P. Alerte, CFP®

Gregory & Company Comprehensive Wealth Management, LLC

1000 Woodbury Rd
Ste 300
Woodbury, NY 11797
Phone: (631) 385-5347
Fax: (631) 456-4910

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Household Income Minimum: $250,000
Investable Asset Minimum: $1,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Buying a Home
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Special Needs

 

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