Green Future Wealth Management
Investment Management • 
Worcester, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 10 Cedar Street, Worcester, Massachusetts 01609, US |
| Phone number | +17746339810 |
| Website | |
| NAICS | 5231 |
| Keywords | Estate Planning, Financial Planning, Wealth Management, Sustainable Investing, Tax Preparation And Planning, Esg Investing |
| Founded | 2020 |
| Employees | 1-10 |
| Socials |
Key Contact at Green Future Wealth Management
Karen Shapiro
Senior Vice President, Wealth Advisor
Green Future Wealth Management Email Formats
Green Future Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@greenfuturewealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@greenfuturewealth.com | 50% |
{first name}{last name} | johndoe@greenfuturewealth.com | 50% |
About Green Future Wealth Management
DO YOUR INVESTMENTS AND FINANCIAL PLAN ALIGN WITH YOUR VALUES? At Green Future Wealth Management, they will. Through SRI, you can support causes you believe in while pursuing your financial goals. Green Future Wealth Management is eager to understand what you are passionate about and align your investments with those passions. By working with us, we can help you make a positive impact on the world. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Green Future Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, MA, MD, ME, NC, NH, NY, OH, RI, SC, SD, TX, UT, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Investing involves risk. Depending on the different types of investments there may be varying degrees of risk. Socially responsible investing does not guarantee any amount of success. Clients and prospective clients should be prepared to bear investment loss including loss of original principal. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Green Future Wealth Management revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Green Future Wealth Management has never raised funding before.
Green Future Wealth Management Tech Stack
Discover the technologies and tools that power Green Future Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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CanadaFrequently asked questions
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