Kenneth J Green

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Kenneth J Green is a financial consultant based in Boca Raton, Florida, affiliated with Oppenheimer. He specializes in aligning clients' unique goals, values, and needs through holistic financial planning and investment strategies. Kenneth employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. He focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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