Our Services

  • A large, leafy tree with a sturdy trunk standing in a grassy field under a blue sky with some clouds, suggesting financial growth and stability.

    Investments and Wealth Management

    Our investment strategy places clients into an aggressive to conservative portfolio, based on the individual client’s preferences and risk tolerance, that is designed to protect their assets and allow for growth. Our investment planning services also offer the use of Fixed Index Annuities in cases where the client is looking for total safety, liquidity, and to participate in the gains of the market without taking all the risk.

  • Retired couple walking together outdoors on a street, with the man wrapping his arm around the woman's shoulders, surrounded by trees with autumn leaves.

    Retirement Planning

    Transitioning into retirement requires careful analysis and planning. Three major questions need to be asked and addressed in order for this process to work properly. As a CPA Financial Planner, we will guide you in this critical life event.

  • Income Tax Preparation

    Income Tax Preparation

    Since 1982 we have prepared thousands of tax returns for individual and business clients in many states. Our expertise, training and experience in this area ensures that you get the deductions, credits and planning that you are looking for.

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    Comprehensive Financial Planning

    This service covers the areas of investment planning, saving plans, lifestyle assessment, retirement planning and income taxes. Making assumptions that are fine-tuned and adjusted over time, our objective is to define your goals and point the way for you to achieve them.

  • Insurance consulting to protect you, your family and your home. Family of three holding hands at the beach, facing the ocean with waves crashing at their feet, under a partly cloudy sky.

    Insurance Planning

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  • Body Mind & Spirit

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Compensation

Greene & Company is Compensated as Follows:

Portfolio Management Fees

• 1.75% per annum on the first $250,000 of assets under management

• 1.50% on the next $250,000

• 1.25% on the third $250,000

• 1.00 % on all assets in excess of $750,000. x

Commissions on Fixed Index Annuities are paid by the Insurance companies that we work with.

Surrender fees are charged to the client accounts if annuity contracts are cashed in prior to the end of their term, typically on a declining annual scale.

Tax Preparation Fees are priced individually by agreement with each client.

Hourly Fees for consulting and other services requested by our clients are charged as follows:

• CPA Services: from $150 to $250 per hour

• Senior Accountant: from $80 to $100 per hour

• Clerical Services: from $40 to $60 per hou