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Greenberg Financial Group
Su socio de confianza para la planificación financiera personalizada y la gestión de patrimonio en Tucson.
5
Business
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Su socio de confianza para la planificación financiera personalizada y la gestión de patrimonio en Tucson.
Greenberg Financial Group es una firma de asesoría financiera de propiedad familiar con sede en Tucson, Arizona, dedicada a brindar un servicio excepcional y personalizado para individuos y familias. El equipo se centra en una planificación financiera integral, que incluye estrategias de jubilación, gestión de inversiones, implicaciones fiscales y evaluación de riesgos, con un compromiso con relaciones a largo plazo con los clientes. Es conocido por su profesionalismo, su atención al detalle y su orientación paciente, y ayuda a los clientes a lograr la independencia financiera y a asegurar su futuro.
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Estrategias personalizadas para ayudarle a jubilarse cómodamente, incluyendo la gestión de cuentas IRA y la planificación de flujos de ingresos.
Gestión profesional de carteras, con un enfoque en el rendimiento, las implicaciones fiscales y la tolerancia al riesgo.
Planificación financiera integral para el crecimiento de la riqueza a largo plazo y la independencia financiera.
Guía sobre estrategias fiscalmente eficientes para optimizar sus resultados financieros y minimizar las obligaciones fiscales.
Asesoramiento y educación personalizados para abordar sus preguntas e inquietudes, adaptados a sus objetivos.
Calificación general
Buck James Callery
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.
Mike Gilman
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.
Stephanie M
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.
Hot Rod Ron Carlsten
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.
JoAnne McDaniels
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.
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