Broker Check

Services & Integrated Solutions


Greenwich Financial Advisors, LLC is a comprehensive financial services firm offering a full spectrum of investments. We are compensated for our services on either a fee or commission basis depending on our client's needs and preferences.

  • Access to Institutional Managers
  • Diversified Portfolio
  • Separate Managed Accounts
  • Institutional Mutual funds
  • Exchange Traded Funds
  • Annuities
  • Fiduciary Responsibility
  • Ongoing Due Diligence
  • Focus on Tax-efficient Returns
  • Rebalancing Portfolio

Financial Planning

  • Customized Asset Allocation
  • Formalized Investment Policy Statement
  • Integrated Financial Plan
  • Corporate & Individual Retirement Plans
  • Educational Planning