Our Qualifications

We have been working with individual investors and institutions for more than 25 years. We have the experience in all areas of investment planning to help you pursue your goals.

Designations Held by Greg Syrios:

PREMIER ADVISOR PROGRAM The Premier Advisor designation is held by a select group of Financial Advisors within the firm, as measured by business production, completion of educational components and professionalism.

CERTIFIED FINANCIAL PLANNER™ (CFP®) A Financial Advisor who has been awarded the CFP® professional certification has demonstrated skill in analyzing and developing personal long-term financial strategies.  He or she has successfully completed a series of rigorous financial planning courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. 

CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA®) A professional designation conferred by the Investment Management Consultants Association (IMCA). CIMA applicants must have at least three years of client centered investment consulting experience over a ten year period, and successfully completed the CIMA program. To remain in good standing, certified individuals engage in 40 hours of continuing education every two years.