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Greg Georges was born and raised in Pittsburgh Pennsylvania. He has been an insurance and investment advisor since 2013. He began his insurance/investment career with smaller insurance companies and some regional fraternal insurance companies. Over the years, as his client’s objectives turned to retirement and estate planning, Greg has concentrated his work on designing retirement plans, Social Security education, tax deferrals and legacy protection.
Greg founded Greenline Advisors to extend his ability to help his clientele. He works with the top insurance carriers in the country, formulating plans to protect his client’s retirement assets for their lifetime. Licensed in several states, Greg is able to help clients throughout the United States. He specializes in indexing. Specifically, fixed indexed annuities and indexed universal life.
Greg attended Wentworth Military Academy for several years and graduated from Baldwin High School. After high school, he went to Community College of Allegheny County and University of Pittsburgh. He later went on to Ohio University where he swam on their swim team. He still swims regularly and has been a part of the US Masters Swimming. He met his wife in Pittsburgh and they have been married twenty six years. When Greg was 23 years old, his father who was a very successful businessman became a quadriplegic at age 50. His father’s financial advisors made sure that his best interests were properly looked after and maintained. These advisors used sound investment strategies that helped him never lose or outlive his retirement money; he lived another 24 years. The strategy they used was Annuities. That is why Greg got into the field because he knows it works and can show you how/why it works.
From Greg Georges - My core belief is moderate gains that never experience a loss will outperform a volatile market over time. I have a passion for helping my clients plan for their financial wellbeing. By understanding their financial needs and concerns, I am able to educate my clients as we develop and design strategies to meet their ongoing needs. I believe in meeting clients on a regular basis to stay abreast of their concerns as their needs change. Proper financial planning is an ongoing process that continues through the years.
Because of recent changes, many are uncertain and confused or wonder what is the best path. My emphasis is to educate and counsel so my clients can make the best decision for themselves. This means I tailor the solutions for my client’s needs.
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