Relying on sensible advice from a trustworthy source allows you to relax and know your best interests are always in mind.  One-on-one relationships are vital when it comes to realizing your goals.  Our full-service CPA firm and Financial Services company will answer all your tax, investment, and insurance needs including financial planning, investments, and long-term care, life and disability insurance.  You don't pay us commissions for your fee-based managed accounts, guaranteeing no conflict of interest when helping you plan for your life.  And any insurance commissions are paid by the institution - not by your accounts, unless you cash out a policy before maturity.

 

We also focus on:

 

Douglas H. Greene, CPA, founded Greene & Company, P.C.  in 1982.  Initially providing tax preparation services, the firm has evolved and grown into a practice that specializes in Individual and Business Tax Planning and Preparation, and Small Business Consulting. 

 

In 1994, Doug obtained his Personal Financial Specialist (PFS) certification, spurred by the desire to offer Comprehensive Financial Planning services to his clients.

 

In 2004, Doug expanded his services to include Investments and Insurance, by forming Greene & Company Financial Services LLC, a Connecticut Registered Investment Advisor.  Doug is fully licensed by the State of Connecticut Insurance Department and the firm is registered with the Connecticut Department of Banking.