GreenBridge Innovative Advisors is an independent financial planning practice based in Leominster, Massachusetts, serving clients across Central Massachusetts. Founded by Patrick English, the firm is built around personal relationships and a small, cohesive advisory team that includes partner Bob Curtis and client services manager John English. With more than 30 years of industry experience represented on the team, GreenBridge helps individuals, retirees, and business owners make informed financial decisions through personalized guidance.

Its services include comprehensive financial planning covering cash flow, taxes, and goals; retirement planning focused on income strategies, Social Security timing, and withdrawals; and investment management with portfolios aligned to clients’ objectives and reviewed as circumstances change. The firm also provides estate and wealth transfer planning, coordinated with clients’ estate attorneys, and risk management guidance on life insurance, long-term care, and disability coverage. GreenBridge offers plain-language insights on retirement, investing, and taxes, along with a complimentary 15-minute introductory call.