Greenway Financial Advisors
Greenway Financial Advisors (CRD# 168353) is a financial advisory firm headquartered in , . They manage $27,500,000 in 148 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts148ACCOUNTS
Average Account Value$185,811
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Dennis O'leary (CRD# 5067051) is an Investment Advisor Representative working at Greenway Financial Advisors in Boston, MA and has 1 year of experience in the finance industry. Dennis O'leary has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.