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Wealth
Bridge Advisory Services |
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| Member of Strictly Business
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1996 |
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Our purpose is to be the keystone of innovative
strategies for business owners and individuals who want to control how their financial
assets will be maintained and passed from one generation to the next. We have been
in the business for 15 years and have been a member of Strictly Business since 1996.
We provide business and estate planning services to all of New
Jersey and S.E. Pennsylvania. To achieve agreed upon goals we utilize such products
as life insurance, disability insurance, annuities, long term care insurance, mutual
funds, retirement plans, and professionally managed money accounts.
Our best client is a family and/or business in transition. For
example: families buying a house, or having a baby, or whose parents are entering a
nursing home. On the business side it could be businesses that are expanding, or
where one of the partners is retiring, or the transferring of a family business. In
other words, situations where proper financial planning can help plan for the future.
Contact Info
William M. Greenfield, CLU, ChFC [bill@greenfieldfinancialservices.com]
Wealth Bridge Advisory Services
1613 Plymouth Rock Drive
P.O. Box 1836
Cherry Hill, NJ 08034
(856) 795-8134 FAX: (856) 795-8144
