Welcome, Medical Professionals!
Greenway Financial Group with The Household Endowment Model® (THEM) offers a multitude of wealth management options as well as many other business and estate planning services. With many years of investment and wealth management experience, and in partnership with our extensive professional network, Greenway and THEM are well-equipped to handle whatever financial needs you or your practice may need, including but not limited to...
To learn more about The Household Endowment Model®, we invite you to visit our website where you can see our introductory video and hear a discussion about how and why this unique investing platform works. Simply click over to thehouseholdendowmentmodel.com/greenway.
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We invite you to contact us directly at Greenway Financial Group, whether it's just to get answers to your questions, or to arrange a free easy-going conversation about your specific wealth management needs and concerns. Simply submit your information using the form above, and we'll get back to you as soon as possible, or call us at the number below. We're here to help.
Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Greenway Financial Group, CSA and CSS are independent entities. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal. Please be advised that presently Daniel Roemerman holds FINRA Series 7 and State 66 licenses in Arizona, Illinois and Missouri. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Daniel Roemerman before proceeding further.
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