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Gary K

Series 65, Series 63

Swanzey, NH

Primerica Advisors

Gary Kostowski is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 17 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc and OSAIC. He is currently based in Swanzey, NH. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable entities. The firm utilizes model-based strategies managed by unaffiliated asset managers and supports accounts with custodial and trade execution services through Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Matthew S

Series 63, Series 65

Swanzey, NH

Primerica Advisors

Matthew Snow is a financial advisor with Primerica Advisors in Swanzey, NH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2005 and with Primerica Financial Services since 2004. In addition to his advisory role, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Gretchen S

Series 63, Series 65

Swanzey, NH

Primerica Advisors

Gretchen Snow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her background includes roles in education and outdoor recreation, and she operates a part-time tax preparation business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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