Jeffrey J. Greenfeld, CFP®, Senior Wealth Advisor & Financial Planner Located in Delta, BC Tel: 604.940.8617
Your Investment Meeting with Jeffrey Greenfeld
How long would you like to meet?
For dropping off or signing paper work or for quick questions.
A quick chat to conclude a previous conversation.
An initial meeting or to discuss changes to your portfolio.
A follow-up to finalize paperwork or discuss strategies.