Our founder, Jerome Greene, became an independent advisor after spending the first part of his career at a large, institutional firm. There, he was very restricted on what kinds of clients he could help and he found himself showing way too many people the door. Which is why he founded our firm, to extend his professional services to the investors that need it most.
Through our independence, we are able to offer different service models, provide flexible solutions, and work directly for our clients. We are there to celebrate your successes and guide you through the hardships as your advisors, confidants, and friends. Contact us today to learn more.
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to reap those rewards. We enjoy helping people build a solid financial foundation for the future.
We invite you to check out all of the resources on our site. If something prompts a question, please contact us or call the office. I would enjoy speaking with you.
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