Profile
Gregory Collingwood
ListedInsurance and Financial Planning Professional in Alpharetta
About
About
Gregory Collingwood is a financial professional with Citation-Financial Group in Alpharetta, Georgia.
The practice focuses on life insurance, individual health insurance, and annuities, with services organized for individuals, small businesses, and medical professionals.
Gregory Collingwood is a financial professional with Citation-Financial Group in Alpharetta, Georgia. Source materials describe him as a team leader and Registered Investment Manager with FINRA Series 7 and Series 66 licenses, serving clients through insurance and investment-related planning.
The practice focuses on life insurance, individual health insurance, and annuities, with services organized for individuals, small businesses, and medical professionals. Citation-Financial Group states that it works directly with clients to understand their current situation and develop a road map for pursuing financial objectives.
Available source facts also note online quote methods for insurance products, including term life and fixed whole life quote options. The profile is best understood as an insurance and financial planning resource for Georgia-based clients seeking health, life, annuity, and related planning support.
Licenses
Licenses
Products
Products
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Individual health insurance | Standard | ||
| Annuities | Standard | ||
| Term life insurance | Standard | ||
Service areas
Service areas
ALPHARETTA, GA
Languages
Active insurance agents in ALPHARETTA, GA
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