0
Skip to Content
Green Bee Advisory
Our Clients
Why Women
Our Method
Our Team
Videos
Press
Blog
Book a Call
Green Bee Advisory
Our Clients
Why Women
Our Method
Our Team
Videos
Press
Blog
Book a Call
Our Clients
Why Women
Our Method
Our Team
Videos
Press
Blog
Book a Call
Top 5️⃣ Tips to Take Advantage of your Benefits Open Enrollment Season 🍁
benefits, retirement, women Catherine Valega 10/28/23 benefits, retirement, women Catherine Valega 10/28/23

Top 5️⃣ Tips to Take Advantage of your Benefits Open Enrollment Season 🍁

Top 5 tips to take advantage of your employee benefits open enrollment season.

Read More

Login and Other info:

eMoney Log-In
Account View Login
Green Bee Fee Schedule
Form ADV Part II
Comprehensive List of Services
2025 Annual Service Calendar

Broker/Dealer Info:
LPL: Boundless Potential
LPL: By the Numbers
LPL Financial Partnership
LPL: Commitment to Security
LPL Research
LPL Privacy Policy
LPL Form CRS

Contact Catherine:

Book a Call

Located near Boston and serving clients nationally.

Telephone: (781) 863-5800
Text: (781) 362-4623
Email: cvalega@greenbeeadvisory.com

 

We’d love to have your join our hive. We typically send emails 1-2x/month.

We respect your privacy and will never share your info.

Thank you!

About | Our Services | Why Choose Us |  Resources

Securities and Advisory services offered through, LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states and localities: California, Colorado, Connecticut, Illinois, Massachusetts and Montana. Member of Securities Investor Protection Corporation (SIPC). This should not be considered a solicitation or offer to sell securities in any state in which we are not registered.

© 2018-2024 Green Bee Advisory. All Rights Reserved.

Website Design by Vinson Valega