Eric Greene is an experienced financial representative with the knowledge and resources to offer a unique approach in business and general financial planning. He offers estate management with a macro-economic point of view. With a successful and proven track record, he has a history of maintaining long term client relationships.
Whether working with today’s Baby Boomers on retirement issues, or building wealth with protection for Millennials, he provides long term solutions with the goal of working successfully under all market conditions and circumstances.
This often involves properly “laddering” assets that create consistent reliable income while avoiding the risk associated with retirement and healthcare needs. This focus will help to avoid the pitfalls of bad decision making that often cause disastrous financial consequences. Risk management really needs to be at the forefront of planning, especially during challenging economic times.
Having been a small business owner for a number of years, Mr. Greene can quickly identify the issues that confront his clients, and then together, create a sound game plan for the short, medium and long term. He has appeared as an award winning planner in NJ Monthly Magazine both in 2011 and 2013*.
Eric Greene resides in Colts Neck with his wife Jeanine and their son, Kyle.
*This award is not issued or endorsed by Guardian or its subsidiaries.
Registered Representative of Park Avenue Securities, Financial Representative of Guardian