It is our resolute duty to maintain the highest standards of integrity and professionalism in our relationship with you, our client.
In every respect, we strive to know and understand your financial situation and provide you with leading, quality information and services to enable you to reach your goals.
We endeavor to merge your Personal and Financial Legacies to allow you to:
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.
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