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Appointment with Jeffrey Greenfeld

Choose which meeting length with Jeff Greenfeld,
Senior Wealth Advisor and Certified Financial Planner

Estate Planning

120 minute meeting. This could an initial meeting or to finalize paperwork.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor & Financial Pl... Read more

Estate Planning

60 minute meeting. This could be for an initial meeting or to conclude a previous meeting.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor &am... Read more

Estate Planning

30 minute meeting. This could be for a quick chat to conclude a previous conversation.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor & F... Read more
30 minutes
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Estate Planning

15 minute meeting. This would be for something quick like dropping off/signing paperwork.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor &amp... Read more
15 minutes
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Retirement

120 minute meeting. This could an initial meeting or to finalize paperwork.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor & Financial Pl... Read more

Retirement

60 minute meeting. This could be for an initial meeting or to conclude a previous meeting.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor &am... Read more

Retirement

30 minute meeting. This could be for a quick chat to conclude a previous conversation.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor & F... Read more
30 minutes
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Retirement

15 minute meeting. This would be for something quick like dropping off/signing paperwork.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor &amp... Read more
15 minutes
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Insurance

120 minute meeting. This could an initial meeting or to finalize paperwork.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor & Financial Pl... Read more

Insurance

60 minute meeting. This could be for an initial meeting or to conclude a previous meeting.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor &am... Read more

Insurance

30 minute meeting. This could be for a quick chat to conclude a previous conversation.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor & F... Read more
30 minutes
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Insurance

15 minute meeting. This would be for something quick like dropping off/signing paperwork.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor &amp... Read more
15 minutes
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Mortgages

120 minute meeting. This could an initial meeting or to finalize paperwork.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor & Financial Pl... Read more

Mortgages

60 minute meeting. This could be for an initial meeting or to conclude a previous meeting.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor &am... Read more

Mortgages

30 minute meeting. This could be for a quick chat to conclude a previous conversation.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor & F... Read more
30 minutes
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Mortgages

15 minute meeting. This would be for something quick like dropping off/signing paperwork.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor &amp... Read more
15 minutes
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Investments

120 minute meeting. This could be for an initial meeting, conduct a semi-annual, or annual review.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Adv... Read more

Investments

60 minute meeting. This could be for an initial meeting or to discuss changes to your portfolio.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advis... Read more

Investments

30 minute meeting. This could be for a quick investment chat to conclude a previous conversation.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advi... Read more
30 minutes
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Investments

15 minute meeting. This would be for something quick like signing or dropping off paperwork!(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor &... Read more
15 minutes
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Tax Returns

2 hour meeting. Preparing a lengthy income tax return, or tax returns for a couple or several years in row.(Jeffrey J. Greenfeld, CFP®, is a Senior W... Read more

Tax Returns

60 minute meeting. Preparing your income tax return.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor & Financial Planner with Greenfeld F... Read more

Tax Returns

30 minute meeting. This could be for a very simple tax return or to complete your tax return from a previous appt.(Jeffrey J. Greenfeld, CFP®, is a S... Read more
30 minutes
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Tax Returns

15 minute meeting. This would be for something quick like signing or dropping off tax paperwork!(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advis... Read more
15 minutes
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15 Minute Financial Planning Meeting

Book a meeting with me for 15 minutes. This would be for something quick like signing or dropping off paperwork!(Jeffrey J. Greenfeld, CFP®, is a Sen... Read more
15 minutes
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30 Minute Financial Planning Meeting

Book a meeting with me for 30 minutes. This could be for a quick chat to conclude a previous conversation.(Jeffrey J. Greenfeld, CFP®, is a Senior We... Read more
30 minutes
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60 Minute Financial Planning Meeting

Book a meeting with me for 60 minutes. This could be for an initial meeting or to discuss changes to your portfolio.(Jeffrey J. Greenfeld, CFP®, is a... Read more

120 Minute Financial Planning Meeting

Book a meeting with me for 120 minutes for an initial meeting, conduct a semi-annual, or annual review.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealt... Read more
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