Greenfeld Financial Management

Jeff discussed my new retirement reality and investment strategy in detail with me. He advised on a strategy that I liked and my portfolio has gone up 6% in April, and 7% in May, and June looks very similar! I am very happy with Jeff and his team. Great people, solid advice, friendly service.

I've worked with Jeff for 25 years and trust him fully to help me with investing. He goes over and beyond to make sure I have all the information I need and to provide me the best advice he can. I highly recommend him.

Just started taking my taxes there this year and I highly recommend Greenfeld Financial Management. Jeff knows his stuff! The first time in my life that taxes are fun too!

My husband and I have been having Jeff complete our taxes for 10 years. He does and awesome job, full of information and suggestions and he helps make the process of filing for our taxes so much more stressful. We would highly recommend him for his knowledgeable financial expertise!

I would highly recommend Jeff, as he is very good at judging your investment tolerance and, being a taxman/investment guru, Jeff maximizes your chances of profiting from his investment experience and tax expertise...... It was the best move that I ever made to move away from the banks and credit unions and benefit from Greenfeld Management....👍🏻👍🏻👍🏻👍🏻👍🏻 Joe Magdall Ladner, B.C.