For years, our firm acted like other financial advisors, concentrating on managing investments to help our clients secure their future. Our team of experienced financial advisors will work with you to delve deep into your financial history and future goals. From there, we'll create a few custom plans to get you started, and we'll guide you every step of the way.
Services
Rocky has been in the financial services industry his entire career. He founded Greene Financial Services Inc. in 2006 to offer clients independent advice and planning. He embraces the Professional Team Approach in managing your all. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our mission is to help our clients create a better financial future. We begin by getting to know you and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
If your foot size is 10, you buy size 10 shoes. It's a matter of comfort. But, too many investors get shoe-horned into something that doesn't fit their true investor personality - their risk level, goals, dreams, all rolled into one. They walk around with a case of buyer's remorse feeling uncomfortable about their financial future.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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