Reviews of Greenfeld Financial Management (Financial Consultant)

Kim Baird

I've worked with Jeff for 25 years and trust him fully to help me with investing. He goes over and beyond to make sure I have all the information I need and to provide me the best advice he can. I highly recommend him.

Joe Magdall

I would highly recommend Jeff, as he is very good at judging your investment tolerance and, being a taxman/investment guru, Jeff maximizes your chances of profiting from his investment experience and tax expertise...... It was the best move that I ever made to move away from the banks and credit unions and benefit from Greenfeld Management....???????????????????????????????????????? Joe Magdall Ladner, B.C.

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Jeff is wonderful, efficient, works quickly, is accurate and knowledgeable. Office staff are super friendly, knowledgeable and helpful.

Bruce Russell

I've been a client going on 25 years. Jeff and his office team are outstanding in their field. Very knowledgable, efficient and always looking out for my needs. Highly recommended.

Jurgen Odefey

Jeff discussed my new retirement reality and investment strategy in detail with me. He advised on a strategy that I liked and my portfolio has gone up 6% in April, and 7% in May, and June looks very similar! I am very happy with Jeff and his team. Great people, solid advice, friendly service.

Melissa Whyte

Jeff Greenfeld has processed my personal tax return for a number of years. He is super knowledgeable when it comes to tax returns and always knows exactly which forms are required. His staff is friendly and I would highly recommend Jeff as an Investment Advisor and for any financial planning requirements.

Nancy Klassen

Excellent service! Fast and easy way to get my taxes done!!

Barbara Carstairs

We moved from Ladner to Oliver and am still using this firm to do our taxes. Very friendly, professional and always ready to answer questions. Thanks for a great experience

gord knight

My husband and I have been having Jeff complete our taxes for 10 years. He does and awesome job, full of information and suggestions and he helps make the process of filing for our taxes so much more stressful. We would highly recommend him for his knowledgeable financial expertise!

Simon Irvine

I have been getting my taxes done by Jeff for about a dozen years now and now I wouldn't go anywhere else. Why ? -besides Jeff's great personality he is very knowledgeable and provides great personal service in which he always makes time for you and makes you feel valued as a customer.

Dick Klassen

Great experience!

I AM

Just started taking my taxes there this year and I highly recommend Greenfeld Financial Management. Jeff knows his stuff! The first time in my life that taxes are fun too!

Lloyd Sim

Jeff and his staff provide a very positive professional financial service that makes every effort to insure your financial well-being. I like that!

Robert Thompson

As always, Jeff was friendly, professional, and helpful. We are looking forward to continuing to work with Jeff in the years ahead.