Lance Greco - RBC Wealth Management - Cedar Rapids, IA
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Lance  Greco - Cedar Rapids, IA
Lance Greco 
Associate Vice President - Financial Advisor
221 3rd Ave. SE
Suite 550

Cedar Rapids, IA 52401
Map & Directions

Phone: (319) 368-7030

My Goal Is to Help You Reach Yours!

Core Investment Discipline Statement (Click here to see)

My core investment discipline helps clients to weather the significant ups and downs of difficult markets by preparing for them in advance, helping them to maintain investment discipline, reduce the level of emotion in their investment process and reduce potential harm to their investment portfolios.

What Can I Do for You?

Serving as a financial advisor since 1993, I have a sense of the services clients view as adding value. I also understand that I am not, nor do I desire to be all things to all people. This allows me to focus my efforts on the mission of my practice:

To help clients get to where they want to be in three basic steps:

  1. Gather information, define and prioritize financial goals
  2. Recommend and implement appropriate strategies to move in the desired direction
  3. Monitor progress at regular intervals, making necessary adjustments to stay on course with the goal of reaching the client’s desired state at the desired time.

This is the core of what I do. It is relevant to anyone wanting to reach their financial goals — whether planning for, or already enjoying their retirement. 

It's Not Just About the Money! 
It is never just about the money. Money has no intrinsic value. Its value lies in what it enables you to do. That’s why, as a financial advisor, I need to understand what my clients want to accomplish at a deep level to truly offer excellent guidance. After all, the money is always connected to the goals.

Taking the Next Step
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation click on the Contact Me box.

Contact Me

Lance Greco is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, IA, IL, IN, MI, MN, NC, NJ, WI

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.

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