Greene Wealth Management

Reviews about Greene Wealth Management

• Vicki Graham

  May, 24 2018
  ★ ★ ★ ★ ★
  When our father died in 2016 we needed to hire an investment company to help us with Dad's Trust. Having no experience in these matters, we researched local companies and chose Greene Wealth Management. Upon speaking with Ener Almanza, Operations Manager, we breathed a sigh of relief.
  
  He educated us about the Trust's investments and our options going forward, then executed our decisions very efficiently. Ener is knowledgeable, patient, and kind. He has excellent communication skills - via email, on the phone and in person at meetings. And most of all, we found Ener to be HONEST in his dealings with us. From a couple of nitpicking cynics - Thank you!

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