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
  

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