Craig Gregozeski's Contact Details

Craig Gregozeski's Company Details

Squire Asset Management

Dunwoody, GA, US • 5 - 9 Employees
Financial Services

About UsSquire Asset Management is an independent wealth management firm specializing in portfolio management, stock market crash management, financial planning, stock selection, retirement planning, portfolio optimization, tax aware investment strategies, and more. We help distinguished investors and Family Offices navigate and manage their investments by cutting through the clutter of misinformation and delivering exceptional client service. Led by President Craig Gregozeski and supported by LPL Financial, the nation's largest independent broker/dealer (as reported by Financial Planning Magazine, June 1996-2017, based on total revenue), our clients benefit from:● Zero obligations to investment product manufacturers, parent companies, or shareholders● No cross-sell quotas or home-office directives● Access to compliance and custody platforms that benefit portfolio managementOur Discoveries Tired of seeing investors get taken advantage of, we conducted our own research investigating the misinformation and myths that circulate in the industry. We're passionate about sharing our discoveries to help clients better understand and take advantage of their investments. Please visit our website to learn more about these discoveries: www.squiream.com/our-discoveries/Squire University To this end, we've also created Squire University - squireuniversity.com - a free, online resource where investors can learn more about investment strategy, the industry, our distinct discoveries, and ultimately gain new perspectives on how to manage their investments and pursue their financial goals with potentially less risk. At Squire, we want you to feel confident and in control. We want to actually address your fear of loss rather than talking you in a circle around it.Securities offered through LPL Financial, Member SIPC (www.sipc.org). Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. Squire Asset Management and IFG Advisory, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.squiream.com.