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GREENFELD FINANCIAL MANAGEMENT

4.7/5 (67)
NameGREENFELD FINANCIAL MANAGEMENT
Address4877 Delta Street, Delta, BC V4K 2T9
Phone +1-604-940-8617  
Email ID
SpecialityInvestment and Cash Flow Management, Insurance, Retirement and Estate Planning, Education Savings and Tax Strategies, Mortgages Referrals, Mutual Funds, Tax-Free Savings Account, RRSP Loans, Personal Income Tax Returns, Income & Family Protection
AboutGreenfeld Financial Management is a full-service financial planning center that has been proudly serving South Delta residents for twenty-five years. The firm is owned and operated by Jeff Greenfeld. Their professionals provide you with comfortable, worry-free retirement options. They get a lot of satisfaction, providing their clients with strategies and products that meet their long-term goals and objectives. They are committed to providing an advisor-client relationship where trust, transparency, and experience are key. At Greenfeld Financial Management, they help you plan for the exact kind of retirement life you envision. Their portfolio recommendations are based on fee-based and non-fee-based options. They receive tremendous satisfaction in assisting you in achieving your wealth management goals. Greenfeld Financial Management offers a free consultation.
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