Nifty to Be Thrifty at Age 50 and Beyond
Joel and Greenberg helps client obtain “Peace of Mind”. Having a career in the financial services field, Joel’s main objective is to help his clients “keep together with they have spent their lifetime putting together”. Joel has been “securing generational wealth” since 1978, the year of his initial entry into his profession.
Joel’s long-time career is result of his ever-present philosophy of lending a helping hand. Being people oriented, Joel has been fortunate to build a lasting relationship with his clients, as they move along life’s journey. Many clients in fact become friends, a bond that continues for many years. Trust, integrity and honesty are all adjectives that describe Joel, and as a result, his clients constantly check in and ask for his input on a wide range of issues, not just financial ones. Joel sees his role as a facilitator, mentor and provider. His “high touch” method of client contact is an old-school approach in today’s world of high tech contact. In this fast-paced world, his clients truly appreciate receiving a hand-written note or telephone call from him versus the impersonal email or text. His ongoing “thrill of the hunt” continues to motivate Joel’s passion for his profession.
Having graduated from the University of Connecticut in 1975, Joel’s initial foray into interacting with the public was his opening of the small retail bookstore in his hometown. Having built a successful retail operation, Joel then sold the business to enter the financial services field in 1978. His continued drive to help people allowed him to establish his boutique company, Wealth Advisory Services LLC. The company byline “Securing Generational Wealth Since 1978” is more meaningful and relevant today than ever before.
Joel has helped educate and empower numerous retirees and near retirees throughout his entire career. His knowledge on wealth accumulation, wealth preservation and wealth distribution strategies has been highly sought after for over 38 years.
A featured speaker at numerous seminars, Joel has shared the stage with his network of other professionals leading to the most important endgame for the client: “Peace of Mind”.
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