GreenBridge Innovative Advisors

GreenBridge Innovative Advisors is an independent wealth planning practice that helps individuals and families with financial planning, retirement income strategies, estate and wealth transfer, investment management, and risk management and insurance. The firm works with people approaching retirement, already retired, and business owners building wealth, and it has been operating for more than 30 years in the industry through its founder, Patrick English.

The practice keeps its client list small so each client deals directly with an advisor, and a free 15-minute introductory call is offered before any commitment. Advisors coordinate with clients' estate attorneys on estate planning. The office is at 29 Main St in Leominster, serving clients across Central Massachusetts.