Together we explore the possibilities and inevitabilities encountered on the road to retirement and build reassuring financial strategies to steer you towards your lifetime aspirations.
Here At Every Turn
It is the impact we have on peoples’ lives by which we judge our excellence and our integrity. We remember at all times that we are in the business of helping our clients grow and protect the financial future of their family, generational assets and business.
Founded in 1994, Greenberg & Rapp Financial Group started as a life insurance practice and as a result of the partners’ shared vision and unwavering commitment to their clients, has evolved into a full-fledged Financial Services Firm specializing in Wealth Accumulation, Preservation and Perpetuation.
Amid a constantly changing financial landscape, Founding Partners Ronald Greenberg and Thomas Rapp, have embedded one unchanging constant into the ethos of their company: Our success is aligned with the success of our clients ~ we wouldn’t have it any other way.
At the New York Stock Exchange; EFTS and how to find strong brands with underlying market value
Eagle Rock Wealth Management is proud to announce Todd Scorzafava CFP® AIF®, named to the fourth annual Financial Times Top 401(K) Retirement Plan Advisors for 2018. The nominated advisors were chosen based on data gathered from financial advisors, firms, regulatory disclosures, and the FT's research. The criteria considered for nomination to the list takes into account each advisor's performance in six areas: Defined Contribution (DC) assets under management; DC plan growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record.
Eagle Rock Wealth Management Inc and Greenberg & Rapp Financial Group, Inc., and its representatives, are presently licensed to sell traditional life and variable life insurance in: , CO, CT, FL, IL, VT, MA, MD, MN, NC, NJ, NY, OH, OR, PA, SC, RI, TX, VA, WA, NV, and CA. Ronald J. Greenberg*, California license #0C60397. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services. *Securities and investment advisory services offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Eagle Rock Wealth Management Inc and Greenberg & Rapp Financial Group, Inc., is independently owned and operated. Please go to http://www.mfin.com/disclosure for further details regarding this relationship.