Based in Northeast Ohio, Integritas Financial provides an extensive suite of financial services designed to help individuals sustain their standard of living throughout retirement. In addition to free, comprehensive risk and fee analysis, we offer a wide-spectrum of financial products designed to protect assets, generate continuous income, and proactively minimize tax liability throughout your retirement.
Greg is a dedicated retirement transition specialist with a passion for helping clients navigate their financial journey with confidence and clarity. Having served over 650 families in northern Ohio since starting his firm in 2017, Greg has built his reputation in the world of finance through his outstanding professionalism, unparalleled customer service, and innovative retirement transition strategies.
With extensive experience in specialized retirement portfolio building, social security optimization, and life planning, Greg takes pride in translating complex financial concepts into practical, actionable strategies tailored to each client's unique situation. His approachable style and genuine commitment to his clients' well-being have been the pillars of his outstanding reputation in the financial industry and made him a trusted advisor in the community.
Beyond his one-on-one client work, Greg is deeply committed to financial education in the broader community. He regularly hosts informative seminars at the local library, covering crucial topics such as social security benefits and proactive retirement readiness. These free educational sessions reflect his belief that everyone deserves access to the knowledge needed to make informed financial decisions.