How we help build your financial future
About GreenBridge Innovative Advisors
At GreenBridge Innovative Advisors, located in Leominster, Massachusetts, we partner with individuals, families, and business owners through every stage of their financial journey. We believe that comprehensive financial planning is a lifelong process that should evolve with your goals, priorities, and life changes.
Our team helps clients navigate all phases of asset accumulation, wealth management, risk mitigation, capital preservation, and estate or wealth transfer. Whether you’re building wealth, preparing for retirement, or planning your legacy, we provide personalized strategies designed to help you make confident financial decisions.
As an independent financial advisory firm in Leominster, MA, GreenBridge is dedicated to helping clients simplify, organize, and strengthen their financial lives. We focus on delivering objective advice, strategic investment guidance, and a high level of personalized service. Our goal is to provide clarity and confidence so you can plan for today and the years ahead with peace of mind.
Meet Our Team of Financial Professionals
Patrick English
For over 25 years Patrick has been helping clients address their financial concerns. He puts the needs of his clients first by working to ensure they understand their investments and assist them in developing a plan designed with a goal to achieve their financial objectives.
Bob Curtis
Bob has been a financial advisor since 2000 and holds a Certified Wealth Strategist® certification and is a Retirement Income Certified Professional®. He's equipped with critical knowledge to help manage complex financial issues and solutions faced by high net worth individuals. Bob received his CWS® certificate through the Cannon Financial Institute and his RICP® certificate from The American College of Financial Services.
John English
John started in 2020 as an administrative assistant where he generated reports, engaged in marketing research, and completed client data entry. Today, as a Client Services Manager he assists Patrick and Bob in financial planning while providing client support.
