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Gregg M

Series 66

Milton, GA

OSAIC

Gregg Mahoney is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has been associated with Sagepoint Financial, Inc. and The Mahoney Group, LLC, where he is an owner and sells life and health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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