Jeffrey J. Greenfeld, CFP®, Senior Wealth Advisor & Financial Planner Located in Delta, BC Tel: 604.940.8617
Your Estate Planning Meeting with Jeffrey Greenfeld
How long would you like to meet for?
A short meeting for dropping off/signing paperwork.
A quick chat to conclude a previous conversation.
An initial meeting or to conclude a previous meeting.
An initial meeting or to finalize paperwork.