Appointment with Jeffrey Greenfeld
Choose which meeting length with Jeff Greenfeld,
Senior Wealth Advisor and Certified Financial Planner
15 Minute Tax Meeting
Book a meeting with me for 15 minutes. This would be for something quick like signing or dropping off tax paperwork!(Jeffrey J. Greenfeld, CFP®, is a...
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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...
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15 minutes
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30 Minute Tax Meeting
Book a meeting with me for 30 minutes. This could be for a very simple tax return or to complete your tax return from a previous appt.(Jeffrey J. Gree...
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30 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...
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30 minutes
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60 Minute Tax Meeting
Book a meeting with me for 60 minutes to process an income tax return.(Jeffrey J. Greenfeld, CFP®, is a Senior Wealth Advisor & Financial Planner...
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1 hour
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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...
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1 hour
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120 Minute Tax Meeting
Book a meeting with me for 120 minutes to process a lengthy income tax return, tax returns for a couple or several years in row.(Jeffrey J. Greenfeld,...
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2 hours
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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...
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2 hours
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