Login and Other info:

eMoney Log-In
Account View Log-In
Guided Wealth Portfolios Log-In
Green Bee Fee Schedule
Form ADV Part II
Comprehensive List of Services
Educational Resources
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

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.

Website Design by Vinson Valega