Grezlik, Krantz and Associates

At Grezlik, Krantz, and Associates our approach is comprised of three core principles:

1) Provide relevant, actionable, and comprehensive financial planning advice

2) Implement sophisticated investment management strategies

3) Deliver outstanding client service including prompt responses to your needs and requests

We believe that your financial future is on our hands. We consider that both a privilege and a great responsibility.

Advisors

Matthew J Grezlik

Matthew J Grezlik

CFP®, CIMA®

Private Wealth Advisor

President of Grezlik, Krantz and Associates
Visit Matthew J Grezlik's website
Kenneth Krantz

Kenneth Krantz

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kenneth Krantz's website
Jonah Shafer

Jonah Shafer

APMA®

Financial Advisor

Visit Jonah Shafer's website

Team

Lauren Patterson

Lauren Patterson

Practice Manager