Greentree Investment Group is committed to helping clients make informed financial decisions.

As independent financial advisors, we have no proprietary products or corporate agenda; we offer individually tailored services along with fair and transparent fees.  We deliver services for a wide range of client needs: 

  • Comprehensive Wealth Planning

  • Investment Management

  • Tax-advantaged Retirement and Education Savings Accounts

  • Accumulation and Distribution Strategies

  • Trust and Estate Planning Services

  • Philanthropy

  • Life, Disability and Long-term Care Insurance

Greentree Investment Group offers a wide range of products and services to their clients.

Accounts are carried by Pershing LLC, a BNY Securities Group Co., and a subsidiary of the Bank of New York Company, Inc., Raymond James & Associates, Inc., and National Financial Services LLC, members of NYSE/SIPC.  These companies provide access to a full range of investment vehicles and research, as well as to global leaders in asset management.