Banking Company Wealth Management advisors operate in a fee-only environment.
We do not sell products and we do not receive any commission fees or
kick-backs. We have no affiliations with mutual fund companies, insurance
companies, investment managers, broker/dealers or administrative service
providers. Our goals are the same as yours – our success is linked with your
foundation of our service to you is in investment planning. Planning provides a
process for positioning a portfolio for success in a variety of economic
environments and financial situations.
order to plan, we first listen. We listen to gain a complete understanding of
the objectives for your portfolio, tax situation, income requirements and time
frames. Markets change direction, but experience shows that planning and
management can help meet every sort of market challenge and opportunity.
you consider how you want your assets managed today and for the future,
Greenfield Banking Company would like to be your partner. We believe that our
private ownership and independence enhance our ability to provide unbiased and
objective advice – putting the client at the heart of our business. Our team of
exceptional advisors draws upon research and analysis sources as well as years
of experience to successfully manage your money.
continue to gbcbankwm.com to see what we can do for you.
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