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Greene Financial Management

Altadena, California, United States

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General Info:

Greene Financial Management (GFM) is here to help you build the confidence you need to power into your finances so you feel in control, instead of overwhelmed. Our focus is on the success of the clients we serve. Once we understand your risk tolerance, time horizon and financial goals, we will work diligently to develop a plan that carefully balances investments and asset protection strategies. We are an ideal fit for people looking for assistance from a professional manager who want long-term planning along with regularly scheduled review meetings. Face-to-face meetings or telephone conferences are scheduled quarterly, while additional meetings or telephone consultations can be arranged as needed. By making the most out of saving and planning for retirement, protecting your assests, and reducing your taxes, we will help organize your finances today so that you can plan for a more confident future. If you want to take your finances to the next level, take a look at how we can work together and contact us today.

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