Paul Greeke, CFP®
Partner
Phone: 978-689-6975
Fax: 978-616-7853
820 Turnpike Street, Suite 103
North Andover, MA 01845
Paul has assisted families, individuals, and small businesses achieve their unique financial goals for over 34 years. His mission is to help his clients accumulate, enjoy, protect, and distribute their wealth in the most tax-advantaged ways possible. He assists his clients with prioritizing their most important financial goals by listening to their needs and desires for the future. Based on these needs, he tailors specific financial strategies for each client.
After graduating from the University of Massachusetts at Amherst with a BA in Business Administration, Paul began his career with John Hancock over 30 years ago. He has both sales and leadership experience. He was a Sales Manager for 18 years before deciding to focus on his own practice. Paul has been acknowledged for his accomplishments as a financial advisor throughout his career. In 2009, he qualified for the “Achieving Client Excellence” (ACE) conference. ACE is a qualification unique to the John Hancock Financial Network.
He holds his Series 6, 22, 63, 65, and Life, Accident and Health Insurance licenses. He also completed courses and passed his exams with the College of Financial Planning to earn his CERTIFIED FINANCIAL PLANNER (CFP®) designation.
Paul is a native of Gloucester, Massachusetts, and currently resides in Hamilton, Massachusetts, with his wife, Kathy, and his three children, Chris, Emily, and Matt.