Gregory  Kurinec,  CFP<sup>&reg;</sup> - Financial Advisor

Gregory Kurinec, CFP®

1109 Diana Ct
New Lenox, IL 60451
(630) 318-0655 CONNECT WITH Gregory
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General

Gregory Kurinec is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in New Lenox, IL and the surrounding communities.

Financial Advisor Overview

The common thread that runs through Greg Kurinec’s life is joy in serving others. As a young boy, it came in the form of helping a neighbor by shoveling snow, mowing a lawn or just bringing in their garbage cans. More recently, it was launching a not-for-profit organization that supports families affected by cancer. Even better, Greg gets to apply his passion through his work. Since joining Bentron Financial Group, Inc., in 2004, he has helped people at or near retirement. through investment advising, estate planning, risk management and watching out for their overall financial well-being. A lifelong resident of Orland Park, Greg is a graduate of Purdue University’s College of Consumer and Family Sciences, having earned degrees in Financial Planning and Counseling, as well as Selling and Sales Management. Among the largest of its kind, the College of Consumer and Family Sciences instills in students the paramount importance of forming healthy relationships with families and consumers. Greg is a CERTIFIED FINANCIAL PLANNER™. CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP Board's Fitness Standards for Candidates and Professionals Eligible for Reinstatement, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MRFC

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities and advisory services offered through Independent Financial Group, LLC., a registered broker-dealer and investment advisor. Member FINRA/SIPC. Bentron Financial Group, Inc. is not affiliated with Independent Financial Group, LLC. OSJ: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Life Planning, Retirement, Long-term Care, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources