Gregory Ostrowski

Gregory Ostrowski

CFP®, CRPC
  • About Gregory
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Partner/Owner at Scarborough Capital Management
Address
1906 Towne Centre Boulevard - Suite 260
Annapolis MD, 21401
Phone
(410) 972-2525
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About Gregory

CERTIFIED FINANCIAL PLANNER™ Practitioner & Chartered Retirement Planning Counselor™

CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Planning Counselor™ managing assets for corporate employees, entrepreneurs and retirees.

SPECIALTIES:

-Financial Planning for Individuals and Business Owners -Investment & Wealth Management (Retirement Accounts & Tax Efficient Strategies) -Corporate 401(k) Management & Pension Buyout Analysis -401(k) / IRA Rollover Specialist -Retirement Income (Decumulation) Planning

ACTIVITIES:

-Serve as contributor to http://Forbes.com -Serve as contributor to US N...

Education

  • Bachelors of Science, Finance & International Business, Villanova University

Certifications

Registrations
Designations
?
Insurance License
  • MD: #rpi189638

Tips from Gregory

Typical Clients & Fee Structure

Typical Clients

Executives
People near retirement
Young professionals

Fee Structure

Commission and Fee
May be paid either on a fee-based basis (e.g. fixed, flat, hourly, percentage, etc) or via commission.

Disclaimer

Securities through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. Advisory services offered through Scarborough Capital Management, a registered investment advisor. IFG and Scarborough Capital Management are unaffiliated entities....