
Gregory S. Pavlidis
Assurity National, Inc.
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: $100,000
Title: Financial Advisor
Offering advice since: 2000
Areas of expertise:
- Annuities
- Business planning
- Charitable and Planned Giving
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Retirement Planning
- Securities
- Tax Planning
Further information about Gregory S. Pavlidis:
Gregory S. Pavlidis is the owner and founder of Assurity National, Inc. He lived in Long Island, New York until August of 1999 when, after completing his Master's Degree in Mathematics and Education from Long Island University/C.W. Post College, he relocated to Southern California.
Gregory also received his Bachelor's Degree in Economics from the same University. Additionally, he has earned his Securities Licenses, Life & Health Licenses, and is an MFA T.E.A.M. member of Missed Fortune (an exclusive group of financial strategists who are seriously concerned with the economy, and whose mission is to save our citizens from financial hardship and the tax problems that will be dramatically rising in the next 3000 days).
Compensation and Fee Structures:
We get a one time marketing fee from whatever company we place your business with. Therefore, as far as my clients are concerned, they never pay me for my services. All their money remains theirs, within their control.
Licenses, Certifications & Affiliations:
Securities Licenses.
Life & Health Licenses.
MFA T.E.A.M. member of Missed Fortune (an exclusive group of financial strategists who are seriously concerned with the economy, and whose mission is to save our citizens from financial hardship and the tax problems that will be dramatically rising in the next 3000 days).
An A+ Member of the Better Business Bureau.
Education:
Bachelor's Degree in Economics from Long Island University/C.W. Post College.
Master's Degree in Mathematics and Education from the same University.
Foreign Languages spoken:
Spanish
Will provide references upon request?
Yes
Further information about Assurity National, Inc.:
(Size of firm: 0-9 advisors)
I believe the best way to describe my firm is to describe what I do for clients and how I think.
While no one could have had a crystal ball about the magnitude of what came to pass this past year, one thing can be said for certain, of the clients he was able to service, not one of Gregory's clients lost a dime. Over the past six years, as he saw the bubble building, he helped his clients protect the equity in their homes against market risk, and rolled over their old qualified plans into safe fixed accounts that participate in market gains, without the losses. From those with modest means, to high net worth individuals and corporations, all their assets were protected and optimized even through these unprecedented times. Gregory believes in the power of information, he does not just manage his client's accounts he teaches them how their money works and why it is best placed in one vehicle or another.
You need to ask yourself three questions: 1. Did I lose money in the recent or distant past ? 2. Do I want to get it back in the safest, most efficient way possible ? 3. Do I want to mitigate future taxation of my assets and income ? If you answered "yes" to any or all of these questions, Gregory will be happy to teach you how money works and put together a strategy that will accomplish your goals.
He specializes in helping people optimize assets, enhance net worth, set up instant estates and minimize or eliminate taxes on distribution when retirement comes. Gregory knows that the best ideas, the best plans and the best things in life are the simple ones. Let him help you realize your money's potential and walk with you through a financial path made just for you.
Contact Information for Gregory S. Pavlidis
Phone: 310.601.7084
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Fax: 310.601.7110
Address for Gregory S. Pavlidis:
9701 Wilshire Blvd.
Suite 1000
Beverly Hills, CA, 90212
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