MENU
Call us! (785) 233-1232
Call Us Call Us
Schedule a no-obligation 5-10 minute phone call with our office to see if you qualify for a second opinion on your retirement income strategy.
Let's Chat
  • Here’s our story. We look forward to hearing yours.

    At Greene Financial Group, our sole focus is YOU.

    Greene Financial Group serves clients in the West Central Florida area by providing suitable financial strategies to fit their unique needs and aspirations. Our primary areas of focus are retirement income planning, Social Security planning, life and long-term care insurance, wealth management, estate planning and tax planning.

    Download our FREE Social
    Security benefits checklist

    This short checklist can help address your Social Security benefits questions

    Enter your email below so that we can email you your checklist

  • Meet Scott Greene
    Advisor President, CEO

    Scott, is the owner/president and independent advisor for Greene Financial Group. While he is passionate about the future growth of the company, he is most excited about the success of his clients.

    A native of Dublin, Ohio, Scott moved to Florida in January 1998 after completing his bachelor’s degree at Bowling Green State University. It was at this time he began his financial planning career as an apprentice and associate advisor at Estate & Retirement Planning Inc., based in Clearwater, Florida.  

    In January 1999, Scott opened Greene Financial Group with a focus on providing pre-retirees and retirees with insurance, investment, tax, estate, Social Security and retirement income strategies.

    Scott is licensed to offer both investment and insurance financial products in the state of Florida, as well as across the country. Scott continually pursues further educational opportunities that can add to the value he provides his clients.

    Scott is also active in his community. In the summer of 2012, Scott was elected to serve on the board of directors for The Academy at the Lakes, a not-for-profit independent private school.

    In his free time, Scott enjoys exercising, golfing, boating, scuba diving and traveling. His No. 1 passion is being the best father he can be to his children: daughter Taylor and son Carson.

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at scottg@mutualtrustco.com or call us at 352-460-0325 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

    Greene Financial Group. Privacy Policy. Terms & Conditions.
    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

    Securities offered through: Mutual Trust Company of America Securities. Member: FINRA SIPC