As we continue to build our business, we will occasionally reflect back on some actual case studies where Greco Brokerage provided the right product for a client while saving them real dollars. With these, we’ll respect the privacy and identity of our clients while providing accurate details otherwise.
Case Study #1
This case study involves a male client age 54 who is a non-smoker and in excellent health. However, three years prior to our business together, this man had suffered a traumatic brain injury which left him hospitalized for two months.
Case Study #2
This Case Study involves a 72-year-old female client. She was a existing client at the time when we sat down and reviewed here 403B Pension Plan account which was still being managed by the custodian and investment company she had with her prior employer before retiring.