Greenhaven Financial Management

Greenhaven Financial Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Greenhaven Financial Management, Financial planner, 3013 Route 30, Dorset, VT.

I opened Greenhaven Financial Mgmt, because every decision in life will have financial ramifications Through Financial Planning and Investment Advisory services, my goal is to assist you in creating a road map for your financial life.

Address

3013 Route 30
Dorset, VT
05251

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm

Telephone

+18772377951

Website

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“Aging is the extraordinary process where you become the person you always should have been.”

Career wise, I believe I am there. Twenty years as a bond trader on Wall St. Ten years as a crafts person and small business owner. Seven years (and counting) as a financial advisor. I have built two careers, cared for aging parents, dealt with my own health issues and managed many of the other surprises that life throws at us. As a single woman, I believe in having a Plan A, a Plan B and sometimes a Plan C. Because, every decision we are going to make in our lives will have financial implications. And, each decision will bring us closer to (or farther from) the lives we want for ourselves. Even if you have been assiduously saving and you matched the S&P this year, it can all disappear so quickly if you don’t have a good financial plan and protections in place. A good Financial Planner will be just as important as your CPA, your Internist or your Colorist! Let’s meet and discuss your plans and how to best achieve them.

*Investment Advisory Services offered through Bay Colony Advisors, a Registered Investment Advisor (RIA) registered with the U.S>Securities and Exchange Commission (SEC). Greenhaven Financial Management and Bay Colony Advisors are not affiliated. Principal Office: 86 Baker Ave.Ext, Suite 310, Concord, MA 01742. Phone: 978-369-7200.