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Wealth Manager
Steve Grisko is a wealth manager with over 25 years of experience in the financial services industry. Steve’s primary focus is to deliver wealth management services and solutions to his clientele in an easy to understand method. Steve’s expertise is in the initiation, delivery and implementation of financial plans of varying levels of complexity. The scope of his work involves both the personal and business client.
Steve is a registered representative with Peak Brokerage Services and joined The Financial Guys team in April 2018. Before joining The Financial Guys, Steve worked for a private wealth management firm and multiple banking institutions. He began his career with a family owned pension and employee benefits firm. Within his career he has held numerous positions within the financial industry including Brokerage Manager, Assistant Vice-President, President, as well as that of Wealth Manager.
Steve was born and raised in Western New York and currently resides in Amherst with his wife, Carolyn, and three wonderful children Madeline, Will and Anna. Steve is a longtime follower of the Bills & Sabres and enjoys all of the benefits of living in Western New York including skiing in the Buffalo winters then golfing and relaxing on the water in the beautiful summer months.