Greenfeld Financial Management is a full-service financial planning centre that has been proudly serving South Delta residents for twenty-five years. The firm is owned and operated by Jeff Greenfeld. 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. At Greenfeld Financial Management, they help you plan for the exact kind of retirement life you envision. Their portfolio recommendations are based on fee-based and non-fee-based options. The firm helps you take hold of your financial future with the right mix of financial services and strategies that match your needs. They receive tremendous satisfaction in assisting you in achieving your wealth management goals. The firm offers a free consultation.
