Joseph A. Grutta
- Role
- Jag Financial Services
- Location
- Melbourne, FL, US
- LinkedIn followers
- 500 followers
About Joseph A. Grutta
I\'m an IRS Enrolled Agent (EA) and a Certified Financial Planner (CFP) since 1983. I am…
Experience
Present
Education
Sewanhaka Hight School
Honors Diploma
1971 — 1974
Adelphi University
Finance
1980 — 1984
Skills
- Asset Protection
- Customer Service
- Financial Advisory
- Securities
- Public Speaking
- Estate Planning
- Marketing
- Series 63
- Financial Planners
- Life Insurance
- Finance
- Fixed Annuities
- Income Tax
- 401k
- Investments
- Insurance Planning
- Llc
- Health Insurance
- Financial Services
- Trusts
- Special Education
- Wealth Management
- Retirement Income Strategies
- Long-Term Care
- Mutual Funds
- Risk Management
- Wealth
- Social Media
- Strategic Planning
- Iras
- Financial Planning
- Special Needs Planning
- Retirement Planning
- Estate Tax Planning
- Series 7
- Leadership
- Small Business
- Investment Advisory
- Expenses
- Financial Analysis
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