About Us

We are a true advising and consulting firm established to provide individuals and businesses with guidance and direction, independent advice, and most importantly—results, in order to meet your financial goals whether in your business life or your personal life. Your satisfaction and needs, along with providing you with value are our primary concerns, not simply completing an engagement to the letter, then ending the relationship.

What sets us apart from other firms is our focus on cultivating relationships, not rushing to complete one project to collect the fee and move on to the next one. You will always have someplace and someone to turn to when you have a question or problem, and we are available at your convenience. We will schedule meetings and calls around your schedule and, unlike most other professionals, we will come to you! There is no need for you to put off getting your business or financial life in order due to hectic scheduling, or the inability to do any traveling; we will come directly to you when you need. Whether it is a holiday, weekend, or during the evening when most all businesses are closed, our goal is to provide you with personalized services to meet your needs, not ours. Your relationship with GreenBridge Advisors is all about you and your satisfaction.

Business Services Provided:

• Certified QuickBooks ProAdvising
• Bookkeeping & Accounting Services
• Tax Preparation & planning
• Employee Relations
• Cost Control
• Office Organization and Document Management
• Client Relations & Development
• Business Coaching

Individual Services Provided:

• Personal Tax Preparation & Planning
• Financial Planning
• Retirement Planning & Investment Education
• Identity Protection
• Credit Education
• Home Office Organization and Document Management
• Debt Management & Financial Education

Use Itex Promo Code: SFL365