Gregory Siverling
Owner, Liberty Tax Service
Whitinsville , MA




Gregory Siverling's Networking Photo

Websites:
Current Work:
  • Owner at Liberty Tax Service
  • Previous Work:
  • Investment Advisor Representative at Legacy Financial Advisors, Inc.
  • Financial Representative at Lincoln Investment Planning, Inc.
  • Education:
  • Financial Planning, Boston University
  • BSEE, Electrical Engineering, The Ohio State University

  • Summary:
    Investment Advisor Representative with hands-on experience in many aspects of financial planning.

    Detailed Experience Summary:

    Owner at Liberty Tax Service
    September 2009 - Present

    Franchise Owner: April 2009 - present. Liberty Tax Service was founded in 1997, Liberty Tax Service is the fastest growing retail tax preparation company in the industry’s history. Founder and CEO John T. Hewitt has 38 years of tax industry experience, the most of any CEO in the tax preparation business. Hewitt is also the founder of Jackson Hewitt Tax Service (NYSE: JTX). Liberty Tax Service (www.libertytax.com) operates over 3,000 offices throughout the United States and Canada.

    Investment Advisor Representative at Legacy Financial Advisors, Inc.
    November 2007 - August 2009

    I provide Independent, Face-to-Face financial advice for my clients. I am part of a 35 year old firm, one the largest Independent firms in New England.

    Financial Representative at Lincoln Investment Planning, Inc.
    October 2006 - November 2007

    As a Financial Representative I provided professional guidance and innovative solutions for the retirement planning needs of teachers and other non-profit employees.


    Detailed Education Summary:

    Financial Planning, Boston University
    January 2005

    Financial planning certificate program, 2005

    BSEE, Electrical Engineering, The Ohio State University
    September 1981


    Conversation History: (88 total)

    Date Person
    07/02/09 Wendy Weiss
    07/02/09 Biba Pedron
    07/02/09 Daniel Stoica
    07/02/09 .
    06/25/09 Biba Pedron
    06/25/09 Sharon Lindenburger
    06/25/09 Lena Hunt
    06/25/09 Daniel Stoica
    06/25/09 Jim Conant
    06/25/09 Chuck Cory
    06/25/09 Geoff Buchanan
    06/18/09 Heather Price
    06/18/09 Lena Hunt
    06/18/09 Thomas Dimmick
    06/18/09 Chuck Cory
    06/18/09 Jaci Weissman
    06/18/09 Tony Mack
    06/18/09 Biba Pedron
    06/18/09 Daniel Stoica
    06/17/09 David O'Neil
    06/17/09 Brad Olinger
    06/17/09 James Clemens
    06/17/09 Oksana Shoop
    06/17/09 Laurie Webster
    06/17/09 Chris Faris
    06/17/09 Natalya Fayerman
    06/03/09 Matthew D. Miglin
    06/03/09 Neil D. Policow
    06/03/09 Brenda Gelston
    06/03/09 Jackie M. Nagel
    06/03/09 Lisa M. Forbes
    06/03/09 Bob Hackenson
    06/03/09 Anne Ide
    06/03/09 Annette Reynolds
    06/03/09 Chris Odlum
    06/03/09 Alan Lovitz
    06/03/09 Marty Kenney
    06/03/09 Jim Conant
    06/03/09 Becky Castro, CPCC, PCC
    06/03/09 David Quintin
    05/20/09 Jeff D'Urso
    05/20/09 Jeff D'Urso
    05/20/09 Marty Kenney
    05/20/09 Scott Otis
    05/20/09 Christine Novosielski
    05/20/09 Brenda Gelston
    05/20/09 Dan Goodman
    05/20/09 Bob Hackenson
    05/20/09 Michael S. Kraft
    05/20/09 Jay Groccia
    04/28/09 MARK MANUEL
    04/28/09 Brian Powers
    04/28/09 Jill Yanofsky
    04/28/09 Scott Otis
    04/22/09 Jody Russell
    04/22/09 Kate Collins
    04/17/09 Jim Sutton
    04/17/09 Chris Gralton
    04/17/09 Anna Siverling
    04/17/09 David Quintin
    04/17/09 Kristi Arndt
    04/16/09 Mike Sachleben
    04/16/09 Margie Basaraba
    04/09/09 Arthur Levine, CPA
    04/09/09 Patricia Weber
    04/09/09 Jim Kane
    04/09/09 Amy Grossman
    04/07/09 Ari Herzog
    04/07/09 Eric Glazer
    04/07/09 Shella Fitzpatrick
    04/07/09 Sheila McCarthy
    04/07/09
    04/07/09 Mike Sachleben
    04/06/09 Dan Edmonds
    04/06/09 David Quintin
    04/06/09 Brent Trethewey
    04/06/09 Chris Gralton
    04/06/09 Dale Donnelly
    04/06/09 Sheila McCarthy
    04/02/09 Ralf and Amy Wiebeck
    04/02/09 Kristi Arndt
    04/02/09 Gewreka Robertson
    04/02/09 Tyrone Turner
    03/17/09 Kristi Arndt
    03/17/09 Daniel O.Engelstein
    03/17/09 Jay Groccia
    03/17/09 Shala Phansalkar
    03/17/09 EDGAR VILLAGOMEZ