Greg Dietz

Greg Dietz

Financial Representative

Phone: (262) 662-4327
Fax: (262) 662-4360
E-mail:
  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Deliver The Promise Specialist: A specially trained professional who assists families and addresses many of the issues associated with the loss of a loved one.
  • Investment Adviser Representative of New England Securities, Corp. A registered investment adviser
 

BUSINESS PHILOSOPHY

New England Financial Services/The Wisconsin Agency has been serving clients since 1846…the oldest financial services firm in Milwaukee!

Our Mission…Provide clients with an objective to review their possible options, analyze their possibilities, and select the type of program that will help to maximize their objective of “Wealth Accumulation” – “Wealth Retention” – “Wealth Protection” – and “Wealth Distribution”.

Our marketing firm provides products and strategies to its clients. By aligning themselves with the knowledgeable professionals, they are able to provide clients with effective strategies to help achieve their   long-term goals.

 QUALIFICATIONS
 
· Entered the financial services and insurance business in January 1984 with
   New England Financial
· Registered Representative of New England Securities Corp. ( Series 6, 63, and 65  
  securities registrations)
· Leader’s conference qualifier
· Qualified for National Quality Award
· Recipient of “Midshipman” Award
· MDRT - Million Dollar Round Table
 
PERSONAL
 
· Married to wife Maryann with three children
· Hobbies: golfing and walking
 
ORGANIZATIONS & ACTIVITIES
 
· Member of the National Association of Insurance and Financial Advisors (NAIFA)
· Member of the Life Underwriters Political Action Committee
· Former Member of the Board of Directors, Memorial Hospital of Burlington 
  Community Foundation
· Former Junior Achievement Class Advisor
· Former Committee Member of St. ThomasAquinasSchool Endowment Fund
· BellarmineCollege Alumni Association
· Waterford Youth Baseball Association
· Member Waterford Area Chamber of Commerce