Jeffrey Greenfeld, CFP®,RIS, EPC

Insurance Advisor

As an independent wealth management firm with 30 years in business, we are committed to providing you with an exceptional client experience. We 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. We help you reach your financial goals by providing advice on insurance, responsible investing, wealth management, cash flow management, and retirement.

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