Gregory Bricker (AIF®, CFP®, CPA/PFS)

Gregory Bricker focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

Income Tax

Long Term Tax Planning

Retirement Planning

Social Security

Estate Planning

Investments

College Planning

Charitable Giving

Gifting Strategies

 

Additional Information

Bricker Financial Planning is a fee-only financial planning firm that provides investment, retirement, college and tax services. Our main goal is to help people improve their financial lives by creating a holistic financial plan all while acting in the Fiduciary capacity. 

Bricker Financial Planning was born from the idea that your tailored financial plan should evolve with you as you move through life. We take many financial steps in life and too many times we take these financial steps without the proper preparation. What's your next financial step?

NAPFA Start Date

July 17, 2018

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This Office

527 Market St East Liverpool, OH 43920-3049 Phone: (330) 708-9208