Rachel Greene, Financial Advisor located in Lenoir, NC

Financial Advisor
Rachel E Greene

CEPA®, AAMS®
222-C Harper Avenue Northwest, Lenoir, NC 28645opens in a new window
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Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Personal Fitness
  • Hiking
  • Sports Enthusiast
  • Art & Theater

Team Members

  • Cindy Schreiber
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 12:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(828) 754-0951

Fax

(888) 843-7701

Office Address

222-C Harper Avenue Northwest
Lenoir, NC 28645opens in a new window

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