Great News!
On Friday, May 14, 2004 Greene & Company Financial Services LLC became a Registered Investment Advisor in the State of Connecticut.
What does this mean to you? You will see a few positive changes. A new website designed to be more responsive to your needs is the primary change. You (and only you) will be able to access your account anytime from within the site once you request and receive your password.
Second, I am now "independent", and am no longer representing a broker-dealer. Our investment management services are "fee-only". No commissions on trades.
Third, we have positioned our firm to offer you the very best Long-Term Care coverage through Genworth - a company recognized by the Connecticut Partnership for Long-Term Care. In addition, we offer Life and Disability protection products, including Fixed Annuities. Our compensation is from the insurance companies. Should you surrender a Fixed Annuity prior to maturity, a liquidation fee will be deducted from the proceeds paid out to you.
So, now is the time to talk with us about your financial planning needs - whether it's how best to invest your money, saving for the childrens' education, setting up a retirement plan, or making sure your assets are protected should you need long-term care (such as nursing home and home health personnel).
Whatever your financial concerns are, we are here to help. Give us a call today!
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