Greentree Financial Group, Inc
Financial Service
Why pick this one
Greentree Financial Group has been providing IPO consulting and SEC compliance support since 1999 and maintains a 90% client renewal rate.
Best for
- high-growth companies seeking public listings
- businesses needing ongoing compliance assistance
- companies exploring M&A opportunities
Look elsewhere if
- individuals needing personal financial services
- small businesses with limited growth potential
Specialties
- IPO consulting
- SEC compliance
- business valuations
- M&A advisory
Certifications
- not a broker-dealer
- not a registered investment advisor
What makes them different
- 90% renewal rate among clients
- over two decades of experience
- tailored financial strategies for each client
- dedicated community support initiatives
- Years in business
- 24
- Serves
- Plantation, Cornelius
Distilled from this business's own website.
Contact & Location
- Address
- 19720 Jetton Rd, Cornelius, NC 28031-8262
- Phone
- +17048928733
- Website
- http://gtfinancial.com/
- info@gtfinancial.com
Services
- financial consulting
- advisory services
- compliance support
- strategic planning