Services Offered
Retirement Planning
Customized strategies to help you retire comfortably, including IRA management and income stream planning.
Investment Management
Professional portfolio management with a focus on performance, tax implications, and risk tolerance.
Wealth Management
Comprehensive financial planning for long-term wealth growth and financial independence.
Tax Planning
Guidance on tax-efficient strategies to optimize your financial outcomes and minimize liabilities.
Financial Consultation
Personalized advice and education to address your questions and concerns, tailored to your goals.
Reviews
5(5 reviews)
Rating Distribution
5
5
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3
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Buck James Callery
via Google
2 months ago
Sebastian, You and your firm continue to demonstrate exceptional attention to detail, consistent follow up, and a level of personal service that reflects the long lost art of true customer care. Wishing you a wonderful holiday, and please extend my regards to your colleagues. I am thoroughly enjoying my experience with Greenberg Financial Group.
M
Mike Gilmanvia Google
8 months ago
This group is remarkable. The entire team is professional, knowledgeable, creative, and sincerely interested in you. Dave Sherwood is an absolute gem to work with. He knows options that are available to you and explains them so you understand them. Best financial group I have ever worked with.
S
Stephanie Mvia Google
almost 2 years ago
I've been working with Todd and Dylan, two of the financial advisors at Greenberg Financial, who manage my retirement funds and helped guide my college-aged daughter through the process of setting up her Roth IRA. They not only focus on portfolio performance but also take into account tax implications, risk tolerance, and retirement goals. What I appreciate most is their patience—they've always been available to address all my questions and concerns. Additionally, I value that Greenberg Financial is a family-owned business based right here in Tucson. The entire staff is incredibly friendly and always ready to help. I highly recommend Dylan, Todd, and the entire team at Greenberg Financial.
H
Hot Rod Ron Carlstenvia Google
over 2 years ago
Dave Sheerwood is the person you want to deal with when it comes to your financial future. Our family has used Dave and the entire team at Greenberg Financial Groups for over 20 years and they have been so instrumental in getting us where we wanted to be when it comes to financial independence and planning. The Greenberg Financial Group is very lucky to have Dave Sherwood on their team and is highly y recommended to work with in all aspects of financial planning.
J
JoAnne McDanielsvia Google
over 2 years ago
I am very pleased with my decision to transfer my IRA to Greenberg Financial 6 months ago. They made me very comfortable and came up with the perfect plan for my situation. I will be able to retire at 65 years old and have a guaranteed income stream. Never thought such a thing was possible til I came here. I have been assisted by Todd, Dylan, and Dean and they are all excellent! I highly recommend Greenberg Financial.
