At Eagle Rock, a Greenberg & Rapp Company we push ourselves to go the extra mile, because the ripple effects of extraordinary client service extend beyond mere satisfaction. Exemplary client service distinguishes us.
Our worth lays in the value our clients place in us. Service excellence is an attitude engrained in every aspect of our business and requires more than a streamlined approach – we make it personal. The families that we serve are all unique and therefore delivering personalized investment advice and tailoring financial roadmaps to meet individual goals, is at the cornerstone of our practice.
We fully appreciate that the decisions you make today will not only have a profound impact on your lifetime and the future of those you care about, but also on how you are ultimately remembered.
Our team is a unique combination of skills, collaboration and dedication. We genuinely care about our clients’ long-term financial success and while many financial decisions can take years to play out, we are in it alongside you for the long haul.
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.