Green Ridge Wealth Planning
(20 Reviews)
Our clients have financial questions that Google searches can't answer. They don't have the time, desire, or knowledge around complex planning topics and are looking for a guide to help them identify and avoid points of failure so they can attain their goals.
Official Website
Highlights
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
In Business Since 2016
Services Offered
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Investment Management
- Business Planning
- Financial Planning
- Business Retirement Plans
- Divorce Planning
- Special Needs Planning
Sentiment Analysis
I cannot speak highly enough about GR Wealth and their investment and planning process.
They were there for me through a difficult time and helped me work through a complicated financial situation, and continue to be very responsive when I have questions about matters big and small.
Solid & professional business advice tempered with a touch of personal caring.
We feel great in knowing that Green Ridge is playing a key role in helping us to achieve our big picture financial goals.
I have been using Bobby and Jordan for the past three years and it was the best decision ever to switch over to Green Ridge Wealth Planning.
We can trust their insight through every stage of our financial planning, from strategizing for college and retirement to funding home renovations and creating a thoughtful investment strategy.
I can’t say enough about the compassion and helpfulness of this company especially Stacia Lupinacci, who no matter when I call will always get back to me with the information I need
After my dad passed we had a bad experience with our previous advisor and we are so grateful to have found Stacia.
They are excellent at what they do and I would highly recommend.
The Team is responsive, helpful, extremely friendly and knowledgeable and was a pleasure to work with!
Your opinion is important
We invite you to share your experience in a review.
Read more reviews on:
Please leave us a review and let us know about your experience.