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I wish I would have talked to Brian before. I bought an annuity from someone else. He's extremely knowledgeable, but unfortunately, I got a really bad annuity, he's going to try to help me out of it
John Pravato
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Brian Greco, CERTIFIED FINANCIAL PLANNER™
5.017 reviews
Last reviewed: Dec 29, 2025Do you agree with Brian Greco, CERTIFIED FINANCIAL PLANNER™'s TrustScore? Voice your opinion today and hear what 17 customers have already said.
www.elitewealthsolutions.comMember since Mar 2026
Brian Greco, CERTIFIED FINANCIAL PLANNER™ is an online company. Based on 17 reviews on TrustPlane, it has an average rating of 5.0 out of 5 stars. Last reviewed December 29, 2025.
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17 reviews
Amazing
Brian was attentive to me and my needs no matter what the question was. He is amazing to work with and I hope others will trust him too
billy barrett
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Ter talking to several financial…
After talking to several financial professionals,Brian came off as the most qualified to explain to me about annuities. He made sure that I understood each product step by step. He was exceptionally patient and committed to make sure that I was well informed on every decision I made. 100% Kudos to Brian.
MY NJERI
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Brian’s easy to work with
Brian’s easy to work with, his breadth & depth of knowledge in the Annuity sector is impressive. Thanks for your insight and help with getting me in a much better product
mark p
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IUL'S AND THE PROCESS!
The knowledge and patience of Brian is exactly what I needed when trying to navigate IUL'S. He makes the process seem effortless. And the information that he provides is always accurate. Also he never tried to sell me a product that I didn't want or need. Lastly, availability he is always available for questions, and setting appointments is extremely convenient!
Rob Jones Jr
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Annuity
I had talked with a couple companies about annuity before I found Brian. Those companies only had the basic annuity that did not really work in my favor (and were thousands more expensive). Only when I found Brian and he educated me on Annuity that I understood its a lot more complex but there are ways that he can save me money in purchasing annuity. Due to circumstances, my need to purchase annuity dragged on for months. In all those months, Brian diligently and patiently worked with me on all the different based on the changes in my personal financial requirements. He is quick to respond regardless of the day and always more than willing to work out the best options for my personal needs. I initially was nervous about knowing him thru the internet and concerned about him being ligit. He showed me his verifiable credentials, we even do video calls just to assure me that he is not just some guy on the internet. I am now in my final steps to purchase the annuity and is grateful having Brian to help me along the way.
Le Dang
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Successful outcome
Brian was attentive to my needs. It didn’t matter how little or much I wanted to invest. He was able to produce a fantastic outcome through his knowledge of the industry.
John Timberlake
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Brian is Great!
Brian is very trustworthy and knowledgeable, always easy to reach, and easy to talk to. He always responds quickly when I have a question.
Samuel G
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Brian is Amazing!
Brian is amazing!
KC Smith
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Great experience!!!!
Hi All,I recently bought an annuity with Equitrust and was helped out by Brian Greco. My knowledge was very limited in annuities and Brian explained and found the right annuity for me with Equitrust. Without his assistance I would have been lost. He was totally professional throughout the process. I have nothing but great things to say about him and would recommend him to anyone looking to purchase an annuity.Scott Pelletier
Scott Pelletier
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It’s really a joy working with Brian
It’s really a joy working with Brian! He’s been our financial advisor for approximately 5 years and his advice and service have been exceptional. His outstanding ability to listen to our needs and the suggestions and feedback he gives is beyond just a client relationship and we are very pleased with his handling of our portfolio. Trust is very important to my husband and I when it comes to financial matters and Brian has certainly earned our trust and respect.
Hilary G.
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Brian is very competent
Brian is very competent, considerate, creative, and very easy to talk to.
Mitch Steinberg
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I am delighted to share my outstanding…
I am delighted to share my outstanding experience working with Brian as my financial advisor. From the very beginning, Brian demonstrated an understanding of financial strategies and a commitment to helping me and my wife achieve our financial goals.Brian's approach is both professional and personable. He took the time to thoroughly understand my financial situation, goals, and concerns. His advice has been invaluable, and his insights have led to meaningful improvements in my financial well-being.What sets Brian apart is his ability to communicate complex concepts in an easily understandable manner. Brian's proactive approach and dedication have truly made a difference.I highly recommend Brian to anyone seeking a knowledgeable and trustworthy financial advisor. His expertise, integrity, and client-focused approach make him an exceptional choice for anyone looking to achieve their financial goals with confidence.
frank zambito
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Brian was very patient with us…
Brian was very patient with us explaining the annuities.We can highly recommend his expertise in this field.
Helene Kolosovich
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Brian is always fast to get back and…
Brian is always fast to get back and answer any questions I have and make changes I request in a expedited manner. Brian is very knowledgeable about the products he services.
Stillwagon Eddie
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Highly Recommend
I have been with lots of financial plannersBrian is by far the most knowledgeable with annuities. He listens to get the best for my specific needs. I highly recommend Brian to everyone I know.
Curtis Riffel
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Brian Greco is awesome!
Working with Brian Greco has been an awesome financial experience. My wife and I had questions about our past and current retirement plans and Brian helped us understand them and explained things that our past financial advisors did not know or couldn’t answer. Brian helped us carefully through several options that we were considering. We actually looked at about four different annuity plans and Brian took us through the details on each one to help us determine which one was best for our financial peace of mind, now and for as long as we both live. Brian is much more than a sales person to us. He is now our trusted advisor. Brian’s personality and style are warm and engaging so it is a pleasure working with him. My wife and I feel like Brian has been a good friend for a long time and he will be our friend and financial advisor for years to come. We highly recommend Brian Greco at Annuity Gator for all your financial and retirement planning.
Terri Ross
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According to TrustPlane, Brian Greco, CERTIFIED FINANCIAL PLANNER™ has a 5.0/5 rating based on 17 verified reviews as of April 2026. Source: trustplane.app/company/elitewealthsolutions-com