ÃÛѨÊÓƵ

Greg

Colonna

°ä¹ó±Ê®

picture of a planner

Here to act in your best interests

About me

I’ve been at ÃÛѨÊÓƵ since 2011, and believe we make a positive and meaningful impact on the lives of others. For me, financial planning is about so much more than just money - it’s a personal experience that involves sharing stories about family, hopes and dreams. It’s extremely rewarding to help others live out their personal and financial goals. Outside of the office, I enjoy spending time with family, playing golf and cheering my daughter on at her many dance competitions.

Certifications

CERTIFIED FINANCIAL PLANNERâ„¢

Education

Bachelor of Science, Business Management - Saint Francis College

Visit one of our Locations

New York VI - Staten Island

406 Forest Avenue

Staten Island, NY 10301

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The latest insights from our experts

    Understanding potential capital gains tax on real estate in a hot market

    What you need to know if you’re an executor of estate

    7 types of insurance policies you do and don’t need

    12 RETIREMENT PLANNING QUESTIONS EVERYONE SHOULD CONSIDER