Greene Financial Solutions LLC
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(4)
Greene Financial Solutions has been in service since 2018 helping families & businesses create and implement their financial goals. For businesses we offer strategic business planning, bookkeeping set-up & services, financial analysis, & benefit advising for themselves and their employees.
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4 customer reviews
Teresa Kim
Business Financial Planning
The initial phone call was amazing. This is a company I want to keep long term!!
Arturo Romero
Brandon is personable and knowledgeable. He explain financial concepts and terms in an easy to understand manner. I’ve enjoyed meeting with and learning from Brandon.
Augustus
He's very professional and organized.
Cynthia
Amazing service! You won’t regret choosing Greene Financial Solutions.
What do you love most about your job?
The thing we love most about our job is having clients come visit us and tell us how the plan that we helped them create for their financial present and future was working and how excited they were to continue the plan.
What inspired you to start your own business?
"Like most americans I struggled with my finances. During the beginning years of employment I did not have a vision for my future. So, I blindly spent money and started an unhealthy relationship with debt. It wasn't until I was inspired by my own financial coaches, that I began to live out the very principles that I live by today. This is what sparked the birth of Greene Financial Solutions." - Brandon Greene, CEO
Why should our clients choose you?
They should choose GFS if they want dedicated people working with them and coaching them through all of their financial challenges that families & business go through every day. Our team educates as well as coaches you to creating solutions for your financial present & future.
Can you provide your services online or remotely? If so, please add details.
Yes we can! We provided all of our clients with a personal link to a Zoom for any scheduled appointment & we have a business line that we can be reached through phone call or text.
What changes have you made to keep your customers safe from Covid-19?
We have been meeting with most of our clients remotely but for those clients who live in our area we recommend mask and we sanitize the office after every appointment.
Bookkeeping Services & Business Coaching
We do more than just keep your books, we put reports and walk you through the finances of your business helping you strategically plan your next move towards your success. This also includes payroll service, benefits advising, bill paying and any other related bookkeeping service needed for your business.
Personal Financial Coaching & Planning
We help families create a financial vision for their present and future. Services include:
- Budgeting/Vision Spending Plan
- Debt Reduction & Elimination
- Insurance Protection
- Retirement Planning
