Green Ridge Wealth Planning River Rd, Montville

I have been a client for over 10 years. This is the team I have chosen to manage my finances as well as family, friends and clients. I have no patience for "set it and forget it" investing. I want a personalized experience that allows me to take advantage of all opportunities in an ever changing marketplace. I want to take on risk when it makes sense to take on risk, and I want to be conservative when it makes sense to be conservative. Most importantly I want to understand market conditions and the activity in my portfolio without having to sacrifice time at work and with family. Markets are volatile but when you are well informed, panic never sets in. I'm never in the dark, my Green Ridge family are always just a phone call or email away. If you are looking for a fresh and introspective wealth planning strategy simply read a Green Ridge Wealth Plan Blog, or sign on for a Live Facebook presentation. A 15 minute conversation with Bobby & Jordan will get you excited again about planning for your future! Thank you Bobby, Stacia, and Jordan for your friendship, patience, and honorable commitment to your clients. Don

Bobby and his team have been such an asset to my family and to my business, from providing invaluable investment management and asset growth to strategic planning for our retirement, kids' college and business expansion. We love the personalized service and attention to detail in the form of looking at our whole picture, goals and personalities and making recommendations and answering questions that we never even thought to ask.

Bobby, Jordan and team are like having a huge financial services juggernaut delivered in a small and mighty team. That means you get sophisticated investment advice combined with personal attention. Strong investment returns mixed with personalized financial planning to help you meet your long-term goals. And they provide proactive, consistent communication to keep you engaged in your financial well-being.

My husband and I have been working with Bobby for close to 5 years now. We are small business owners... a 3rd generation family business. We knew we needed someone to help with our personal financial goals, but also to help us navigate the ever-changing tax rules and insurance regulations that go along with owning your own business. Bobby has been able to guide in the right direction aligned with our business's growth, as well as help us create a network of professionals who know what they are doing and care about the growth of our business. Estate planning, mortgage refinancing, accounting, and legal counsel are just a few of the services we've benefited from since working with Green Ridge. Jordan, Stacia and Bobby are dedicated to our family's financial well-being and our business's continued success. They are smart, honest, hard-working people. They answer the phone when you call! They are always available to help with any little, silly question I may have and the turn around time is quick. I can honestly say that we would not be where we are today if we did not have Green Ridge Wealth Planning on our side.

The staff is exceptional and extremely professional. Questions are answered quickly and emails are returned same day. Short term and long term planning is provided and a clear path will be presented to you in easy to understand language.

My family and I have been with GRWP for nearly 10 years and it remains one of the best decisions I've ever made. The team does a great job designing, communicating and executing a comprehensive strategy with a long-term view. As our needs have changed over the years GWRP has adapted to our changing goals and kept us focused on outcomes-based planning. They are extremely communicative regardless of market conditions and I highly recommend them.

Bobby, Jordan & Stacia are a dream team to work with. They are a wealth of knowledge and have helped us immensely manage our income and investments. Most beneficially, they have helped grow our portfolio performance significantly in the past year and plan for an early retirement.

It’s not just because Bobbie and his team are extremely knowledgeable and experienced. It’s because they are also incredibly kind, trustworthy, and patient that makes us so glad they are our financial advisors for over five years now. I highly recommend them!

The team at Green Ridge has done a great job working with me to help identify and target my goals. The communication is fantastic, I am clear on their thought process, I love that they have an opinion and are really follow the markets. I not only trust them as advisors, but I refer them!