Gregory Confair

34 Years of Experience

Allentown, PA

1 Disclosure

Gregory Confair is a registered investment advisor at Sigma Financial, INC., based in Allentown, PA, with 34 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 160 clients.

Sigma Financial, INC.

Compensation

Fixed/Hourly

Firm Size

4 advisors

IM Fee

Planning only

Fee Structure

Sigma Financial provides consulting services under an annual fee arrangement. The fee covers all services provided, including ongoing contact, financial asset statements, income tax and withholding projections, and retirement planning. The fee is an open service commitment for the contract period.

Annual Retainer:Up to $31,000/year

View Full SEC Brochure

Location

5100 Tilghman Street, Suite 350, Allentown, PA, 18104-9123

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

July 1995

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Sigma Financial, INC.

March 1991 - Present · 35 yrs 2 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

More financial advisors in Allentown, PA →All financial advisors in Pennsylvania →