GreenLife Advisors LLC is a Harrison, New York-based financial planning firm dedicated to helping individuals, families, and small business owners achieve financial security and clarity. Specializing in fee-only, fiduciary advice, GreenLife Advisors emphasizes objective, client-centered guidance, eliminating conflicts of interest often associated with commission-based models. Led by founder Tamara Surratt, CFP®, the firm offers customized financial strategies that align with each client’s goals, values, and stage in life.

With a strong focus on comprehensive financial planning, retirement strategies, and sustainable investment options, GreenLife Advisors is committed to helping clients make informed, long-term financial decisions. The firm is known for its thoughtful and educational approach to personal finance, guiding clients through transitions such as career changes, divorce, or retirement. Their planning process emphasizes open communication, transparency, and building a trusting client-adviser relationship.

GreenLife Advisors is also recognized for its involvement in financial literacy education and its strong commitment to ethical, environmentally conscious investing. As a Certified Financial Planner™-led firm, clients are assured of working with credentialed professionals who adhere to rigorous ethical and professional standards.

Website: https://www.greenlifeadvisors.com/

Key Services:

– Comprehensive financial planning
– Retirement income and distribution planning
– Investment management with a focus on sustainable and ESG strategies
– Tax-efficient strategies and planning
– Risk management and insurance guidance
– Estate and legacy planning
– Financial planning during life transitions (e.g., divorce, career change)
– Fee-only fiduciary services (no commissions)