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Grecu Capital Management, Inc.

970 Reserve Drive, Suite 100
Roseville, CA 95678

Office: 888-504-7328
Fax: 916-262-7507

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Second Opinion Service

We offer a complimentary Second Opinion Service.   We will first get a very clear picture of where you are now and what you would like to accomplish in the future.  We will then analyze any gaps that need to be filled.  If you are in good shape with your current advisor we will let you know.  If we see areas where improvements could provide significant impact in achieving all that's important to you, we will provide potential solutions.  If you consider switching advisors and we are not a good fit, we will be happy to point you in the right direction for an advisor that can work with you more effectively.  

If you, or a friend, are interested in our Second Opinion Service please call or email us or complete the form below.  Our wealth management services are best suited for those with more than $1,000,000 in assets.

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