Broker Check

Greenberg Financial Group

Greenberg Financial Group

(561) 738-6464
[email protected]

The Greenberg Financial Group is an independent financial advisor service company located in Delray Beach, Florida. Our objective is to create lasting relationships with our clients by providing unbiased investment advice with a focus on optimal results. Of great concern is risk management; to create a personal investment plan that helps pursue our clients’ goals while attempting to minimize risk. Whether it be providing for a comfortable retirement, paying for a college education for a child or grandchild, improving your lifestyle, or strengthening you legacy, we provide our clients and potential clients with the knowledge to understand the investment process.

Our Delray Beach financial advisor meets with clients regularly to review their financial health and have no ‘preferred’ or proprietary investment products. We provide fee-based financial services to our clients. We believe, in most cases, the fee-based model is best for people who want independent, unbiased advice from a financial advisor. We have the responsibility to act in ‘utmost good faith’ which serves as a fiduciary standard.

The Greenberg Financial Group attempts to manage risk by combining debt, equity, other asset classes and investment philosophies. We utilize various equity styles, and both strategic and tactical portfolio management. As a value added service, we have access to multiple third-party asset managers that, when appropriate, may help you gain access to more sophisticated institutional investment strategies.