Our Company

R.W. Greene & Associates, Inc. is a family-owned business since 1975.  This not only means that we strive to make you a part of our family, but that we are a company with common values, a strong commitment, loyalty and stability.

Common Values - From the beginning of our practice it has been our desire to assist others with their financial goals.  Most people have hopes, dreams and life goals for themselves, their family or their business.  Maybe it's buying a home or business, saving for college education for your children, taking a dream vacation, reducing your taxes or retiring comfortably.  We receive great satisfaction when we are able to see you achieve your financial goals and dreams.

Strong Commitment - Because our practice is a family-owned business, we understand the necessity to put in extra work and effort to make it a success.  We extend that commitment to our clients.  As an independent office, we pride ourselves on our ability to match the right product with your goal and not be limited by contractual agreements.

Loyalty - Not only do we desire to see our practice succeed as we provide for our own families and financial goals, but we desire to see you achieve your financial goals.  Decisions are being made for both the short and the long term.  Together, we can remain focused and follow your financial plans.

Stability - Because our management is stable, our clients do not need to regularly "get to know" the newest manager who has been entrusted with their business but has no past knowledge of it and is learning its nuances "on the job."  We believe that our stable, long term management provides long term, stable service to you.