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For more than 20 years, Greenberg Financial Group has provided clients with comprehensive financial advice and wealth management services. Additionally, our team has developed expertise in the area of small group retirement plans. Our innovative approach is most effective dealing with difficult problems, and establishing and maintaining effective programs for both employer and employee.
Financial advisors, just like investors, have varied and different financial styles. While some like to 'time' the market, or look for opportunities, others are more risk averse. Some are most concerned with fees or taxes; others are more concerned about volatility and are more risk averse. At Greenberg Financial, we are most concerned with your overall financial plan. We strive to manage risk and provide the most efficient avenue for transparent, cost effective and diversified investing.
As Certified Financial Planners™, we are fee-only financial planners, which means we have a financial responsibility to act in our clients best interest. We do not accept fees or compensation based on product sales. We feel this eliminates potential conflicts of interest and allows us to be fully transparent and provide more comprehensive advice.
Serving areas of Delray Beach, Boynton Beach, Boca Raton, and the South Florida, we are also securities licensed in Alabama, New York, New Jersey, and Connecticut