Financial Services

Financial Services

At Greenwalt, our job is to safeguard your best interests and take every possible step to secure your path toward success.

We work to understand and identify all of your financial needs and goals and search for concrete opportunities for you or your business to keep more of your money.

We stay current on all financial and tax planning techniques. We know every rule. We know every relevant law. And we make sure to learn enough about you and your objectives to evaluate and recommend the best wealth management strategies, investment plans, and insurance options for your situation.

Want to learn more about how to grow your net worth?

Contact Anita or Jim directly and start moving towards your financial goals today.

Service Offering:

  • Planning for college
  • Understanding retirement plans
  • Strategies and planning for wealth accumulation
  • Effective use of life and other types of insurance
  • Saving for retirement
  • Guidance for wills and trusts
  • Maximizing the value of your business
  • Strategies for wealth transfer