Greg Marchand is series 7 securities licensed, insurance licensed, and a CFP® (Certified Financial Planner).
This means he can offer a very wide variety of investment products and services.

Including but not limited to:
Mutual Funds
ETF’s/SMA’s
Stocks
Bonds
Annuities
REIT’s
Alternative Investments

These are the tools you need to execute your plan. We sell you the tools and that is how we get paid. But, you can buy these products (tools) in many, many places. Our job is to help you design a plan, match you up with the proper tools (products), then most importantly – teach you how to use them!