DEDICATED TO YOUR SUCCESS

We work with people of all ages from all walks of life.  You can engage us on either a one-time basis or as needed.  You receive personal attention.  Whether you are building assets for the future - or seeking to protect, enjoy, and pass on those you already have - Greene & Company is ready to help with sound, professional advice.

 

 

 

Your financial objectives may include:

  • Creating and preserving personal wealth
  • Establishing charitable legacies
  • Increasing your peace of mind
  • Maximizing wealth transfer
  • Minimizing the risk of financial catastrophe
  • Protection against inflation
  • Providing for a child's education
  • Reducing tax burdens
  • Securing retirement income

Our services to help you reach your goals include:

  • A second opinion on current financial planning and investments
  • Advice on employee stock options
  • Analysis of insurance needs
  • Asset and investment management
  • Cash-flow expense planning
  • College funding strategies
  • Estate planning
  • Long-range and life-style planning
  • Lump-sum distribution advice
  • Retirement planning strategies

Greene & Company is a Registered Investment Advisor headquartered in Washington Depot, CT.  We provide fee-only financial planning services and investment counselling.  We also are licensed to assist you with your unique needs for insurance protection.
©2010 Greene & Company Financial Services, LLC. All rights reserved.