JG
Senior Wealth Advisor
FO
Administrative Assistant
Get the full picture
Sign in to uncover key details.
Greenfeld Financial Management
Finance · Canada · 1-10 Employees
View Company Info for Free
Overview
Headquarters
4877 Delta St, Delta, British Columbia, ...Phone Number
(604) 940-8617Website
www.greenfeldfinancial.comRevenue
<$5 MillionIndustry
About Greenfeld Financial Management
Greenfeld Financial Management - iA Private Wealth offers personalized financial strategies to educate and support clients throughout their financial journey. Led by Senior Wealth Advisor Jeff Greenfeld, the firm specializes in wealth management, insurance, tax preparation, and investment management. They cater to families and small businesses, providing comprehensive financial planning and flexible health benefit plans. The company is dedicated to aligning investment strategies with clients' core values while ensuring exceptional client experiences.Explore more
Greenfeld Financial Management Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to Greenfeld Financial Management
Compare insights from companies similar to Greenfeld Financial Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Greenfeld Financial Manag...
<$5M
1-10
Private
-
1994
KT
Karen TaipalusBusiness Development & Marketing Associate
Greenfeld Financial Management Tech Stack
A closer look at the technologies used by Greenfeld Financial Management
See more technologies
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Top companies in United Kingdom by revenue
Frequently Asked Questions Regarding Greenfeld Financial Management
Sign Up For FreeTo access detailed company insights
Greenfeld Financial Management - iA Private Wealth offers personalized financial strategies to educate and support clients throughout their financial journey. Led by Senior Wealth Advisor Jeff Greenfeld, the firm specializes in wealth management, insurance, tax preparation, and investment management. They cater to families and small businesses, pro... Read More
