About Your Coach...
Bill Greenfield is the president of Wealth Bridge Advisory Services, LLC, a Registered Investment Advisor and has been in the financial services industry for 21 years. Bill helps people to, as he puts it, preserve, protect and perpetuate their money for the people and purposes they care about.
Bill works with a diverse clientele of retiree’s, business owners and professionals. He is a chartered financial consultant, a chartered life underwriter, a Registered Investment Advisor, and has been a guest lecturer at Widner Law School, in Delaware, the University of Maryland and numerous corporations in the Philadelphia area.
Bill prides himself on giving his clients access to very unique and innovative programs which give his clients peace of mind no matter what their financial goals may be. In his 21 years of advising Bill has discovered some of the myths and “devices” that the investment industry has used to sell its services, often to the detriment of the investor…and has made it his purpose to expose these myths to his clientele.
The following links will explain, in more detail, how Bill coaches his clients:
With so much financial information available, why am I not making money?
What is coaching vs. financial planning. Here is an overview...
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Securities offered through Network 1 Financial Securities, Inc., Member NASD, SIPC, MSRB |
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