Greenfeld Financial Management
5/5
★
based on 8 reviews
Contact Greenfeld Financial Management
| Address : | 4877 Delta St, Delta, BC V4K 2T9, Canada |
| Phone : | 📞 +987 |
| Website : | http://www.greenfeldfinancial.com/ |
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Bruce Russell on Google
★ ★ ★ ★ ★ I've been a client going on 25 years. Jeff and his office team are outstanding in their field. Very knowledgable, efficient and always looking out for my needs. Highly recommended.
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Jurgen Odefey on Google
★ ★ ★ ★ ★ Jeff discussed my new retirement reality and investment strategy in detail with me. He advised on a strategy that I liked and my portfolio has gone up 6% in April, and 7% in May, and June looks very similar! I am very happy with Jeff and his team. Great people, solid advice, friendly service.
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gord knight on Google
★ ★ ★ ★ ★ My husband and I have been having Jeff complete our taxes for 10 years. He does and awesome job, full of information and suggestions and he helps make the process of filing for our taxes so much more stressful. We would highly recommend him for his knowledgeable financial expertise!
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Simon Irvine on Google
★ ★ ★ ★ ★ I have been getting my taxes done by Jeff for about a dozen years now and now I wouldn't go anywhere else. Why ? -besides Jeff's great personality he is very knowledgeable and provides great personal service in which he always makes time for you and makes you feel valued as a customer.
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Patrick Weitemeyer on Google
★ ★ ★ ★ ★ As much as the markets could be better, the attention I receive from Greenfeld Financial is nothing less than the best. I am happy to have moved on from other financial institutions to be served by Greenfeld Financial.
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W Keeping on Google
★ ★ ★ ★ ★ I recommend Jeff and his team for exceptional service, knowledgeable guidance and friendly attitude. They are never too busy to answer my questions and will explain things more than once if I don’t understand something.
You won’t regret giving them a call for financial advice and income tax preparation. I’m so glad I did!
Wendy K.
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Alexis Soroka on Google
★ ★ ★ ★ ★ Jeff has been my financial adviser for several years. My investments have grown.I have felt secure and always informed. Jeff always has the time to listen, explain and help. I am very pleased with Greenfeld Financial Management.
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Greg Klemke on Google
★ ★ ★ ★ ★ Jeff makes time for us and while meeting with him you feel like his only client. He explains each investment choice, guides but doesn't push and instills confidence. One of the great finds in our life! Thanks Jeff!
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