Greenfeld Financial Management has proudly catered to the residents of South Delta as a comprehensive financial planning center for a quarter of a century. As an independent wealth management firm, they are committed to providing you with an exceptional client experience. They educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values. Within the realm of Greenfeld Financial Management, the focus extends to crafting a retirement that precisely matches your envisioned lifestyle. Their portfolio recommendations stem from a blend of fee-based and non-fee-based options. By striking the right balance between financial services and strategies that harmonize with your requirements, the firm empowers you to seize control of your financial destiny. The satisfaction derived by Greenfeld Financial Management is immeasurable when aiding you in accomplishing your wealth management aspirations. Embracing the principle of enhancing accessibility, the firm extends a free consultation to initiate your journey toward financial well-being.
• Over 29 Years of Experience
• Exceptional Client Experience
• Online Appointment.
Sat & Sun: Closed