Welcome to McGreevy & Associates

Protecting your health, life & finances since 1915.

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Our Services

Our Mission

McGreevy & Associates is committed to providing reliable and trusted insurance and financial strategies to offer security for individuals and businesses in the face of unexpected challenges, relying on the friendly, caring service that has been a calling card of our 4th-generation family-owned business for over a century.

How We Work With You

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Our Process

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No problem is too big for our team.

We develop customized strategies based on our three-step process:

1

Collaborate.

We work jointly with you to create a strategy for your corporate or individual needs.

2

Communicate

We discuss the various issues you’re encountering to craft recommendations suitable for you.

3

Strategize

After thoroughly identifying all aspects of your needs, we develop a strategy tailored to your goals.

Here What People Are Saying
What Our Satisfied Clients Have to Say

Testimonials

Navigating the Complex

Questions about Medicare?

If you’re new to Medicare, you may be struggling to understand the plan’s complexities. We can help answer your questions about coverage, when to enroll, how to avoid penalties, and more.

Dec. 7

Annual Open Enrollment Period. From October 15 – December 7 each year, you can join, switch, or drop a prescription drug plan or Cost or Advantage plan (Part C). Your coverage will begin on January 1 (as long as the plan gets your request by December 7).

View Your Medicare Options

Simplify the work.
Get rid of the paperwork.
Get living.

Life is too short to get bogged down in the small details. Leave the research and planning to us so you can spend quality time on your other pursuits. We’ll come up with a custom-tailored strategy perfect for you.

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