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Elizabeth G

Series 63, Series 66

New Hartford, CT

OSAIC

Elizabeth Greak is a financial advisor at OSAIC with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Investacorp Advisory Services and Securities America Advisors. Greak is also the owner of Comer & Greak Financial Consultants, a firm providing fixed insurance sales and income tax preparation services for investment clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms and employs various asset allocation tools and third-party solutions to manage portfolios on discretionary or non-discretionary bases.

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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Barbara C

CFP®, Series 63

New Hartford, CT

OSAIC

Barbara Comer is a CFP® with 44 years of industry experience. She is currently affiliated with OSAIC and has previously worked at Securities America Advisors, Inc., Investacorp Advisory Services, and Comer & Greak Financial Consultants. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple advisory platforms.

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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