Greenfeld Financial Management
35 Reviews
- Friday8:30 am–5 pm
- SaturdayClosed
- SundayClosed
- Monday8:30 am–5 pm
- Tuesday8:30 am–5 pm
- Wednesday8:30 am–5 pm
- Thursday8:30 am–5 pm
About the Business
Greenfeld Financial Mgmt. | Wealth Management in Delta BC | At Greenfeld Financial, we educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.
Contacts
Call Us
+16049408617
4877 Delta St, Delta, BC V4K 2T9
Hours
- Friday8:30 am–5 pm
- SaturdayClosed
- SundayClosed
- Monday8:30 am–5 pm
- Tuesday8:30 am–5 pm
- Wednesday8:30 am–5 pm
- Thursday8:30 am–5 pm
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
Kimberley Greene
10.10.2023
Greenfeld Financial Management
After comparison shopping with other brokers, I sought the services of Jeff Greenfeld. Though he saved me a lot of money, he told what I should not be frugal about, lest such frugality would forfeit coverage in the event of an accident or poor health. Jeff was most professional.
Dale Green
07.10.2023
Greenfeld Financial Management
Jeff Greenfeld has been my financial advisor for almost ten years. During my meetings I never feel rushed and he always takes the time to alleviate all my stress and confusion. I have total confidence and trust in his abilities, especially when it comes to financial advice for seniors. I would highly recommend him for financial planning issues.
Glenn SIMMS
04.10.2023
Greenfeld Financial Management
Fantastic investment advice that is well thought out and explained thoroughly. Jeff had ideas that were not suggested at other investment firms that were extremely beneficial to me.
Gayle Baird
08.09.2023
Greenfeld Financial Management
We were referred to Jeff Greenfeld by a dear friend, after we shared with her, the unpleasant experiences we had had in the past with our Income Tax preparation. We dropped by Greenfeld Financial late in the afternoon on a Saturday on the chance they would be able to handle our returns.Jeff was so professional, gracious and helpful to us. Our returns were filed that day before we left his office!We are so thankful to have found such a competent and friendly person to deal with CRA for us.Charlie and Gayle Baird
Don Lea
22.08.2023
Greenfeld Financial Management
We contacted Jeff to find out if a company that we were working with was some how associated with Greenfeld, only to find out that the company that we were dealing with was not legitimate. Jeff was extremely helpful in directing us to places that were more legitimate and to organizations that could possibly help us out in a financial way. We are very pleased that we talked with Jeff.
Greg Klemke
16.08.2023
Greenfeld Financial Management
Jeff makes time for us and while meeting with him you feel like his only client. He explains each investment choice, guides but doesn't push and instills confidence. One of the great finds in our life! Thanks Jeff!
gord knight
02.08.2023
Greenfeld Financial Management
My husband and I have been having Jeff complete our taxes for 10 years. He does and awesome job, full of information and suggestions and he helps make the process of filing for our taxes so much more stressful. We would highly recommend him for his knowledgeable financial expertise!
Simon Irvine
21.07.2023
Greenfeld Financial Management
I have been getting my taxes done by Jeff for about a dozen years now and now I wouldn't go anywhere else. Why ? -besides Jeff's great personality he is very knowledgeable and provides great personal service in which he always makes time for you and makes you feel valued as a customer.
Alexis Soroka
19.07.2023
Greenfeld Financial Management
Jeff has been my financial adviser for several years. My investments have grown.I have felt secure and always informed. Jeff always has the time to listen, explain and help. I am very pleased with Greenfeld Financial Management.
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4877 Delta St, Delta, BC V4K 2T9
Greenfeld Financial Management