Our belief: We are 100% advice driven, working as licensed fiduciaries in your best interest. We don't just do this because we are legally and professionally bound. We do it because we are committed to trust, integrity and accountability
Clients trying to attain their goals often get lost in the world of commissions, fees and information overload. There are 2 things that are most important for us and our relationship with clients:
Good communication and transparency clear the air for a healthy relationship in helping our clients attain their goals.
Our team helps to break down the comprehensive picture and handle all aspects of your financial life. We call this "Wealthficiency"
Robert J. Mascia, C.F.B.S.
Robert founded Green Ridge Wealth Planning with the intention of bringing his clients the type of financial planning experience his clients deserve and not an out-of-the-box solution that most advisors give. Read More.....
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