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Accounting Firm

Gregory F. Wilt, CPA

CPA and financial planner in Manlius, New York, advising individuals on retirement, insurance and investments

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About Gregory F. Wilt, CPA

Gregory F. Wilt, CPA is the practice of an accountant who also holds the CFP designation, working from Manlius, New York. The practice concentrates on personal finance for individuals, with retirement questions at its centre, and aims to build long-term client relationships based on open communication.

What Gregory F. Wilt, CPA does

Retirement planning: help with retirement accounts, including what to do with them after a job change, and with timing the decision to retire.
Investment guidance: explains investment concepts and products and assesses each client's goals and tolerance for risk.
Insurance planning: reviews life insurance needs, including permanent cover such as universal life policies.
Client education: a library of articles, videos, presentations and calculators on topics such as Social Security, college costs and retirement for women.

Key facts

Based in: Manlius, New York
Qualifications: CPA and CFP

Profile written by TrustList from the business's own published information, Sep 2026.

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