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About Gregory J. Wozniak, CRPC

I'm in the financial planning business and have been assisting individual, family, and business owner clients in all aspects of their planning needs for nearly fifteen years. I've achieved the designation of CHARTERED RETIREMENT PLANNING COUNSELOR from The College for Financial Planning® which has further enabled me to expand my skill-set. Being a CRPC® also keeps me abreast of the latest planning techniques, achieved through a required continuing education process. This further helps distinguish me from the rest of my competition.
In my business the client comes first. I'm committed to providing each client with the individual support, resources, and care they expect from a trusted advisor. That's why the strategy and solution we, together, agree upon is one which aligns with your risk tolerance and time horizon, but most importantly, one with which you are most comfortable.
I understand your trust is earned, not given, so I look forward to the opportunity to build that trust with you. Please feel free to reach out to me in the method easiest for you, be it telephone, email, or via my website.
816-343-8025 info@truecompassfinc.com www.truecompassfinc.com
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Featured Reviews About Gregory J. Wozniak, CRPC

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Reviews about Gregory J. Wozniak, CRPC

Your Friend

Greg comes from solid and honest ilk, and exhibits the same within his work as a financial expert. I highly recommend Greg due to his experience and his personal/professional integrity."

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Your Friend

Greg was a great addition to the Kappa Sig house and MU. He would never turn down an opportunity to help others. I would definately recommend him both personally and professionally."

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Your Friend

Greg is an outstanding person in the community and is a professional in his business. I would recommend him to anyone for Financial Planning."

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Your Friend

Greg is diligent and trustworthy financial expert who is perfect for anyone who needs someone they can count on."

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Your Friend
5

Greg is a great person and leader! He is a member of our Church and a wonderful family man, too!"

Gregory J.'s Reply

 

Your Friend

Greg is an excellent worker and great resource, as well as honest and a straght shooter."

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Your Friend

Greg is a trusted and well respected member of our community and a great resource."

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Your Friend

Greg is a straight-forward, honest guy, which is very comforting."

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Your Friend

Honorable, trustworthy...great all around guy!"

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Your Friend

Trustworthy, honest, citizen of USA!"

Gregory J.'s Reply

 

Your Friend

My $$ is in good hands with Greg!"

Gregory J.'s Reply

 

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