Working with Other Advisors

At Green Financial Strategies, we work with attorneys, accountants, trust officers and other financial advisors to better serve the needs of our clients. This collaborative approach provides our clients a level of comfort and drives action toward desired goals.

When you partner with Green Financial Strategies, you can rest assured that we will work with you to develop a mutually agreeable process for interacting with shared clients. We understand every organization is unique, so we are flexible in order to effectively meet our client needs. We will maintain open communication and keep you informed of any new developments.

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