Bill Greenfield, President of Wealth Bridge Advisory Services, LLC has helped his clients save for their retirement and live their retirement years stress-free and with dignity. He has helped his clients pay for their children’s college education, buy homes, go on vacations and start businesses. In short, over the past 28 years, Bill has taken a “wholistic” approach to his clients’ financial world by reviewing their investments, insurances, mortgages, savings, personal concerns… and even held their hands when needed. He has become the “financial coach” of their lives.
Along the way he has earned the designations of a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), has passed his Series 7, 63 and 65 exams, and is a Registered Investment Advisor.
His mission is simple: To help his clients maximize income for today’s needs and tomorrow’s retirement through personal attention, creating long-term and lasting inter-generational relationships, and ultimately resulting in financial independence.