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    Donald L. Gretta

    CFBS, CLU®


    Check the background of this investment professional on FINRA's BrokerCheck

    About Donald

     

    Center Valley Office

    Donald L. Gretta is a highly qualified and trusted advisor with over 25 years of experience in providing sound financial solutions for business owners and individuals. His passion lies in encompassing all financial aspects of family-run operations including estate planning, business succession and continuation planning, retirement planning, managed money, trusts and investments – making for a smooth transition for all parties involved when the time comes.

    Don’s 25+ years of experience includes fifteen years of senior management with the nation’s leading insurance companies, diverse expertise in Banking and Investments along with many accolades and industry recognized achievements. In all aspects of his career, he has always remained committed to providing a wealth of financial planning and management services for notable companies and individuals.

    Don is the founder of D. L. Gretta & Associates* and remains dedicated to continuing their education with workshops, seminars, and other learning opportunities to be able to provide the specialized class of financial services specifically tailored to the complex needs of the family business and individuals alike.

    While Don’s client logistics are diverse, he looks forward to using his in-depth experience and unique credentials to serve the continuously-growing group of business owners who call the Lehigh Valley and its surrounding regions home.

    *Producer(s) operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, LLC, or their affiliated companies. Any such marketing names are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Donald L. Gretta CFBS, CLU® is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 3701 Corporate Parkway, Suite 320, Center Valley, PA 18034, Tel: (610) 798-2500

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    California, Colorado, Connecticut, Delaware, Florida, Massachusetts, North Carolina, New Jersey, Nevada, New York

    I am licensed to sell Securities Products in the following jurisdictions:
    California, Connecticut, Florida, Massachusetts, New Jersey, New York, Pennsylvania, Virginia

    Donald L. Gretta CFBS, CLU®, Center Valley, PA, CA Insurance Lic.# 0E49459

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