Greg Blum is co-founder of the Center for Wealth Preservation and founder of the Special Care Planning division.
The Center for Wealth Preservation is a full service financial services organization that prides itself on its “Client Centric” approach. Its Special Care Planning Team understands the unique challenges and opportunities of the Special Needs community. Much of its substantial growth is attributable to the value based relationships built between the Special Care Planning Team and local non-profit organizations that support the Special Needs community.
Upon receiving his Bachelor of Science in Business Economics/Accounting from the State University of New York at Oneonta, he began his career as a tax accountant specializing in the areas of wealth creation and preservation.
Since 1984, Greg has been an estate planner advising high-net-worth individuals as well as business owners with regard to Estate Taxation. In 2005, he retired from private practice, which inspired him to build MassMutual Long Island Metro.
Greg teaches a practical approach to planning, the hallmarks of which are listening to a client’s specific needs, goals and objectives and designing unique, customized solutions around them. It is this approach combined with his technical background and almost 25 years of experience that has led to Greg’s consistent place among the industry’s leaders. He has qualified for many industry awards, on a personal level he was recognized with Lincoln’s prestigious Chairman’s Council award in 1998, as well as the five following years. Recently, MassMutual Long Island Metro received the MassMutual Crystal Achievement Award for its outstanding work in 2008.
Over the years, he has built positive relationships with numerous local advisors, and non-profit organizations. He remains resolute in his belief that it is possible to create a profitable business while also giving back to the community.
Greg lives in Woodbury, New York, with his wife and two sons, and is actively involved in his community. His son, Alex, is a freshman at the Smith Business School at the University of Maryland, and Matt is a sophomore at Syosset High School.
Greg Blum is a registered principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.SIPC.org) 6800 Jericho Turnpike Suite 202W Syosset, NY 11791 (516) 364-4203. Center for Wealth Preservation is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org) 6800 Jericho Turnpike Suite 202W Syosset, NY 11791 (516) 364-4203. MML Investors Services, LLC does not provide tax/legal services.
SpecialCareSM is an exclusive program of Massachusetts Mutual Life Insurance Company. For complete details discuss with a SpecialCareSM Planner or go towww.massmutual.com/specialcare.