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Financial Services

Whether you are a family with teenage children or an individual investor,
Greenfeld Financial Management is able to help you take hold of your financial future with the right mix of financial services and strategies that match your needs:

Investment Management | Greenfeld Financial Mgmt, Delta BC

Investment Management

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Retirement Planning | Greenfeld Financial Management, Delta, BC

Retirement

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Estate Planning | Greenfeld Financial Mgmt.

Estate Planning

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Insurance | Greenfeld Financial Management, Delta, BC

Insurance

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Cash flow services | Greenfeld Financial Management, Delta, BC

Cash Flow

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Tax Savings Strategies | Greenfeld Financial Management, Delta, BC

Tax Savings

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Education Savings | Greenfeld Financial Management, Delta, BC

Education Savings

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House Viewing

Loans

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Tax Returns, Greenfeld Financial Management in Delta, BC

Tax Returns

 Do you need a retirement review?
Call us today at 604.940.8617 to get the conversation started.

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