Greenfeld Financial Management

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4877 Delta St
Delta, BC V4K 2T9
+1 (604) 940-8617
http://www.greenfeldfinancial.com

Jeffrey J. Greenfeld CFP is an experienced investment advisor and financial planner based in Delta, BC, dedicated to helping families and small businesses navigate their wealth management needs. With a comprehensive range of services including retirement planning, estate planning, and insurance strategies, Jeffrey aims to provide peace of mind and customized solutions to secure financial futures.

His team's client-centered approach has garnered positive testimonials, highlighting their expertise in assessing financial needs and implementing effective strategies. From retirement income projections to risk management for small business owners, Jeffrey's commitment to personalized financial advice ensures that clients can confidently focus on their goals while he manages their financial wellbeing.

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