Relationship Building is Key to Our Success!

At Le Groupe Green we create, preserve & manage wealth for future delivery
Relationship Building is Key to Our Success!

We are a team of independent professional financial advisors with a wealth of knowledge, experience and resources to draw upon.

We believe each client; business or individual is unique, with their own specific needs. Our role is to help you to determine those needs, design a plan to meet them, and only then recommend, and implement your plan using the most appropriate financial products.

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Our Unique Approach

Independence

We do not represent, nor are we sponsored by any Bank, Trust Company, Life Insurance Company, Mutual Fund Company or Investment Firm.
Our advisors survey the marketplace and determine those products and services available from all financial institutions that best serves the unique situation of our client.

Objectivity

We do not sell “one-size-fits-all” solutions. Rather, we view each client, business or individual, with their own specific needs. Our role is to help you to determine those needs, design a plan to meet them, and only then recommend, and implement your plan using the most appropriate financial products.

The process

  • Clarify your present financial situation
  • Identify your goals and objectives
  • Identify financial problems and opportunities
  • Provide written recommendations
  • Coordinate the implementation of your plan
  • Provide reviews and updates.

Plans & Services

Personal Services

Corporate Services

Wealth Accumulation

Employee Benefit Plans

Who We Are


jonathan-green4

Jonathan Green

Partner

President and CEO

barry-m-grossman3

Barry M. Grossman

Advisor

President of BMG Insurance & Financial Services Inc.

melanie-weinberg4

Melanie Weinberg

Managing Partner

Director of Business Development

warren-lee3

Warren Lee

Advisor

michael-green3

Michael Green

Advisor

President of MG Financial Insurance and Financial Services.


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