Seth Greene

Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Risk Management Strategies, Estate Planning, Financial Education

English

Knowledge is the key to a successful financial future. Preparing for the next step in life isn’t always easy. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide an analysis of your current financial situation and help you; identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns,  identify gaps, if present, and offer solutions to help fill them. I can provide comprehensive financial strategies and/or focus on one specific area of need. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

I was born and raised in Richmond, Virginia, and come from a sports background. My father was a former Phillies Major League Pitcher, which brought me up to the Philadelphia area where I had the same pursuit. Due to sustained injuries, my career was cut short, however, my passion for youth sports commenced. I’m a pitching instructor developing youth, high school, and college athletes, as well as a high school pitching coach at Holy Ghost Preparatory School in Bensalem, PA where I currently reside with my wife.  During the summers, you can catch me down at the Jersey Shore or out on the golf course.

CRN202607-4707267

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