Greenfield 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 success.
The 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.
In 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.
As 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.
Please continue to gbcbankwm.com to see what we can do for you.
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