Broker Check

The Gretchen Meyer Financial Team

Gretchen Meyer Financial is a team of financial advisors and other professionals devoted to helping women work toward their financial goals. Take a moment to meet the team below!

Gretchen Meyer

Financial Consultant, Owner, and President



Gretchen Meyer made a vow 15 years ago – that she would never again rely on someone else to provide her with financial confidence and it has become her mission to help other women do the same.

Read more

Mark is a Junior Partner to Gretchen Meyer at Gretchen Meyer Financial. As a lifelong resident of Colonie, Mark knew that he wanted to establish his career in the Capital Region. By teaming with Gretchen Meyer Financial, Mark has the...

Read more

In her role, Tanya assists clients every step of the way to establish new accounts including advisory, annuity, and 529 plans and she is the main facilitator for rollovers and asset transfers. 

Read more

James is an Administrative Assistant at Gretchen Meyer Financial. James’s academic experience comes from Siena College where he earned his Bachelor of Science in Finance with a concentration in Financial Planning. Spending his...

Read more

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.