You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Stewardship, Integrity, Professionalism

For some, the idea of financial planning can lead to apprehension. Do I have enough money to work with an advisor? Is it expensive? Do they care more about themselves or more about me? At Grezlik, Krantz, and Associates we value clients from all walks of life. Our goal is to make financial planning a rewarding, enjoyable and worthwhile experience.

Years of Experience ?

Client Satisfaction 4.8 out of 5 rating based on 16 reviews 96.00

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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3 actions to navigate the changing market

Strong market downdrafts driven by coronavirus fears can feel unsettling. Anthony Saglimbene, Ameriprise Global Market Strategist, sums up what to watch for and three actions to take with your advisor to help keep your portfolio on track. (2:02)