Greenwich Financial Services

Greenwich Financial Services is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

The company is a very professionally managed company that believes in treating their staff as well as they treat their customers. This is because the company believes in the old saying that happy workers make for happy customers. This has proven true through the years for the company as proven by the customer retention and satisfaction as shown by the customers.

They often work in close cooperation with other professionals in advising clients, particularly public accountants, law firms and management consulting firms.  Where the client lacks a qualified attorney, accountant or management consultant, the firm is able to provide referrals. They are independent and thus are able to offer a range of major employee benefit platforms and vendors to their clients while being captive to none of them. 

They seek to make recommendations based on all available objective evidence of suitability. They offer both pension/employee benefits consulting as well as comprehensive wealth management services. In some cases, they may be advising a corporate executive or partner, and they are invited in to consult on employee benefits as well. In other cases, they may be advising a pension plan and are invited to advise key executives on wealth management issues.

The firm is able to provide consulting services to select charitable, cultural and educational institutions in the areas of planned giving and employee benefits.  The Company has a strong tradition of leadership, service and contributions. The company’s mission is bringing comfort to customers, supporting business and commerce, and building strong communities.

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