Greenport Financial Advisers

At Greenport Financial Advisers, we are dedicated to helping individuals, families, and businesses in North Canton and the surrounding area achieve their financial goals. With over 40 years of combined experience, our team of expert financial advisors has the knowledge, skills, and passion to provide personalized financial planning services that cater to your unique needs and objectives. As a fiduciary, we are committed to putting our clients' interests first, and we take pride in our ability to develop and implement comprehensive financial plans that help our clients achieve financial strength and security.

Our History

Since 1989, Greenport Financial Advisers has been serving the North Canton community, providing trusted financial guidance and expertise to our clients. Our team has lived and worked in the area for many years, allowing us to develop strong relationships with our clients and a deep understanding of the local community. We are proud to be a part of the North Canton community and are committed to helping our clients achieve their financial goals.

Our Services

At Greenport Financial Advisers, we offer a wide range of financial planning services designed to help our clients achieve their financial objectives. Our services include:

• Retirement Planning: We help our clients develop a personalized retirement plan that takes into account their income needs, expenses, and goals.
• Financial Consultation: Our expert financial advisors provide one-on-one consultation services to help our clients make informed financial decisions.
• Investment Management: We offer discretionary investment management services, using a dynamic investment monitoring process to ensure that our clients' investments are aligned with their goals.
• Research Process: Our team conducts thorough research to identify investment opportunities that align with our clients' objectives.
• Client Meetings: We hold regular client meetings to review performance reports, discuss investment policy statements, and provide ongoing guidance and support.
• Performance Reports: We provide regular performance reports to help our clients track their progress towards their financial goals.
• Investment Policy Statement Review: We review and update our clients' investment policy statements to ensure that they remain aligned with their objectives.

Our Mission

Our mission is to provide personalized financial planning services that help our clients achieve financial strength and security. We are committed to putting our clients' interests first and to developing long-term relationships built on trust, expertise, and a personal touch.