Greenleaf Financial – a Winning Combination
Cafaro Greenleaf is an award-winning leader widely recognized as a pioneer in the retirement plan industry. Their exclusive focus on corporate plans and public pensions is what sets them apart from other investment advisors.
As advisors to many retirement plans, Cafaro Greenleaf sees the need to expand “Retirement Readiness” beyond company-sponsored benefit plans and connect retirement plans with personal financial strategies, issues and opportunities.
To handle the integration of personal financial planning, Cafaro Greenleaf enlisted the services of an experienced, independent wealth management firm, First Capital Advisors Group.
Together They Created Greenleaf Financial