Serving Clients Since 1979

CONNECT

Address:

164 W Vienna St
Clio, MI 48420-1390

Phone:

810-687-1022

Fax/Other:

810-687-5445

 

Video Chat Appointments Available

Gregg C. Carrier; CFP®  and founder of Nest Egg 4 You, LLC earned both a bachelor and master degrees in education. He enjoyed a brief but successful teaching career then left to establish a financial planning practice in 1979. He has earned the right to use the CERTIFIED FINANCIAL PLANNER™­ trademark.

The focus of his practice helping clients achieve the lifestyle they desire before and after retirement. He also emphasizes estate planning so heirs and/or charities receive assets avoiding probate fees or estate taxes.

Gregg feels compatibility is important to a successful relationship and therefore, there is no charge or fee for initial consultations.

It's interesting to note after analyzing a client's wants, needs, and goals most choose to have their assets managed with a fee-based approach. According to Gregg, "fee-based advice provides greater investment choice. A commission based advisor must rely on commission based investments in order to be compensated for services rendered. 

 

? ? ? ? ?

 

We at Nest Egg 4 You, LLC think our clients are the best. However, we are always open to meeting new people and willing to discuss  our services with you. Please feel free to contact us at 810-687-1022 or 800-876-6876.  You could also  email: info@nestegg4you.com or  fill out the convenient  CONTACT FORM    found here or in the  contact us link at the top of this page.  We look forward to hearing from you.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck