Who We Are
Eagle Rock, a Greenberg and Rapp Company is a wealth management and consulting firm dedicated to helping clients solve their needs for estate planning, investment management, business continuation and personal income protection. With its familiarity with various creative strategies and techniques in the fields of estate, investment, insurance, and business planning, Eagle Rock works together with a client's other key advisors to properly plan for the future of the client and his family or business.
As a member of M Financial Group, we belong to one of the nation's premier financial services distribution companies, serving ultra-affluent individuals and Fortune 1000 companies through an exclusive network of over 100 of the Nation's most successful and innovative independent financial services firms. Each member firm is completely independent, but works together toward a common goal: to offer a broad range of solutions designed to help their clients meet their financial goals.
Through our exclusive partnerships with many of the leading multi-billion dollar investment and insurance companies, our professionals are able to provide specialized products and solutions required to satisfy the varying needs of the ultra-affluent market.
The information above does not relate to the provision of investment advisory services.