A complete list of active advisors currently associated with Greene & Company Financial Services LLC
Warmer can help you find a great advisor at Greene & Company Financial Services LLC or one who fits your needs even better.
Greene & Company Financial Services LLC provides investment advice and portfolio management to individual clients and to pension and profit‑sharing plans. In addition to discretionary portfolio management, the firm offers fixed‑index annuities as an alternative to equity investments and handles special‑project advisory work for clients. The firm tailors recommendations to client objectives and manages accounts on a discretionary basis, using a mix of charting, fundamental and technical analysis and favoring companies with accelerating quarter‑to‑quarter revenue and profit growth. Implementation can include long‑ and short‑term purchases and a stated 25% trailing‑stop strategy; research sources cited in the brochure include Charles Schwab research tools and a subscription to Oxford Club publications. Distinctive features include an affiliation with an accounting firm owned by the same principal and the fact that the principal is a licensed CPA with a Personal Financial Specialist credential, which integrates tax and financial planning considerations into advice. The firm is also insurance‑licensed and discloses commission‑based sales of fixed‑index annuities (with carriers such as Allianz and EquiTrust), and it explicitly accepts pension/profit‑sharing plan clients — all of which are less common among independent advisers of this size.
To learn more about the advisors currently working at Greene & Company Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Moultonborough, NH
| 21
|
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