How does the advisor help clients – Key Takeaways:
As a reputable financial services firm, Greene & Company Financial Services LLC is committed to providing expert financial guidance to its clients. Through a combination of personalized services and extensive industry knowledge, they aim to help clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 2005, Greene & Company Financial Services LLC has built a strong foundation over the years, establishing itself as a trusted source for financial advice. With a team of experienced and knowledgeable advisors, they have a track record of delivering successful outcomes for their clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
Greene & Company Financial Services LLC offers a comprehensive range of financial services to meet the various needs of their clients. These include but are not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance services
Client Types
Greene & Company Financial Services LLC caters to a diverse range of clients, including individuals, families, and businesses. They work closely with each client to understand their unique financial situation and develop customized solutions that align with their specific goals and objectives.
Fees & Compensation
As a fee-only advisor, Greene & Company Financial Services LLC operates on a transparent fee structure. They do not earn any commissions or incentives from third-party products, ensuring their advice is always in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, making them an ideal option for those seeking long-term financial planning.
Background
The founders of Greene & Company Financial Services LLC bring a wealth of experience and expertise to the table with over 20 years of combined experience in the financial services industry. They are committed to providing honest and unbiased financial advice to their clients, helping them navigate the complexities of the market and make informed decisions.
Financial Advisor Disclosures to Know
It is essential for clients to have a clear understanding of their financial advisor’s background and any disclosures that may impact their services. As a registered investment advisor, Greene & Company Financial Services LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. They have a clean regulatory record and no disciplinary actions or disclosures to report.