Greg Merkle

Greg has served the Western New York area since 1989 and holds a 1985 Bachelor's degree from the University of Pittsburgh. He holds securities registrations, 7, 24, and 63, along with New York State's Life and Health.

Greg's focus in his practice is to help his clients navigate the educational and emotional process of investment and retirement planning.  Great care is given to insure his clients are not only managed properly, but are guided through their tailored investment process.

Greg is very active in the community.

  • Board member of the Boys and Girls Club of Elma, Marilla and Wales.  Also is the Chairman of the Endowment Committee.
  • Chairman of the Board for Iroquois High School's Business Academy and the Iroquois Foundation.
  • President of the Greater Buffalo United States Bowling Congress Association and Chairman of its Hall of Fame and Finance Committees.
  • Board member for the Greater Buffalo Sports Hall of Fame and Chairman of the Long Range Planning Committee.
  • Member of St. Matthias' Church Vestry and Chairman of its Finance Committee.
  • Member of the Town of Elma Planning Board, Southtowns Umpire Assoc., Safari Club of WNY, East Aurora Moose Lodge and East Aurora Baseball/Softball Hall of Fame Committees.
Phone 716-852-1705