Manage Your Money and Your Mind

Greene & Company, P.C. provides a wide range of services to individuals and businesses in a variety of industries. At Greene & Company, P.C., we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

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We are committed to your financial peace of mind...

As a Registered Investment Advisor, we manage assets using an aggressive to conservative investment strategy based on the needs of each individual client, that aims to protect profits and select companies whose stock price is increasing in value at an accelerating rate.

As a CPA Financial Planner, we help you to transition into the future intelligently, possibly reducing your tax bill in the process.

The unique marriage of these two professions offers you a rare opportunity to engage the services of a firm that aims to invest your money successfully and also understands the tax ramifications of your investment activities. Both of these advantages are offered within a financial plan tailored to your own specific requirements.

Our Services & Offerings

  • A large, leafy tree with a sturdy trunk standing in a grassy field under a blue sky with some clouds, suggesting financial growth and stability.

    Investments & Wealth Management

  • An elderly couple standing on the side of a road, with the man hugging the woman from behind. They are outdoors with trees showing autumn colors in the background.

    Retirement Planning

  • Small glass cup filled with assorted coins, with a green plant sprouting from the coins.

    Comprehensive Financial Planning

  • Insurance consulting to protect you family, life and home. A family of three on the beach.

    Insurance Counseling

  • Financial portfolio review - A person in a business suit sitting at a desk, reviewing graphs and documents, with a pen and notepad on the desk.

    Free Portfolio Review

  • Harmonic Investing Podcast

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