Greenberg Financial Group - Tucson, Arizona

Greenberg Financial Group, located at 4511 N Campbell Ave # 255, Tucson, AZ 85718, United States, is a reputable financial planner specializing in providing comprehensive financial advice and guidance. With a phone number at 520-544-4909 and a website at greenbergfinancial.com, the company has established itself as a reliable choice for those seeking financial planning services.

Especialidades y características

The primary specialties of Greenberg Financial Group include personal financial planning, retirement planning, investment management, and estate planning. They offer a wide range of services to help individuals and families achieve their financial goals and secure their financial future.

Ubicación e información recomendada

• Address: 4511 N Campbell Ave # 255, Tucson, AZ 85718, United States
• Phone: 520-544-4909
• Website: greenbergfinancial.com

Opiniones y promedio de calificación

Greenberg Financial Group has received positive feedback from its clients, with 32 reviews on Google My Business. The company holds an impressive average rating of 4.8/5. Customers appreciate the professionalism, expertise, and personalized approach provided by the financial planners at Greenberg Financial Group.

Instalaciones y recomendaciones adicionales

The office is equipped with wheelchair-accessible parking, entrance, and toilet facilities. Appointments are recommended for those seeking to meet with the financial planners.

👍 Reviews of Greenberg Financial Group

Stephanie M.

5/5

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 R. R. C.

5/5

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 M.

5/5

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.

Wendy M.

5/5

Dave Sherwood managed my father's IRA for many years. My father always spoke very highly of him. Now that we are distributing the IRA from my father's estate, Dave has been absolutely wonderful, taking care of all the paperwork and explaining the procedure in a way we can all understand. I highly recommend him.

Vince M.

5/5

Dave Sherwood is an outstanding financial advisor, always answering his phone and returning calls and emails promptly, with the greatest attitude. Dave always knows answers to questions and is on top of his financial knowledge and advise. I will recommend Dave Sherwood to all people I know when they may need a financial advisor. Dave and the staff at Greenberg Financial will always help with your account in any way needed. I have seen the greatest returns in my IRA with Dave Sherwood and Greenberg Financial Group in Tucson, Arizona, even with this COVID crisis, compared to any other financial group I have used in the past.

Donna M.

5/5

I feel comfortable with Greenberg Financial. Dave Sherwood is my advisor and I appreciate how he listens to my ideas and questions without making me feel inept. I appreciate that they pay attention to all financial matters not just the stock market. Highly recommend!

J G.

5/5

I have had the pleasure of doing business with David Sherwood of Greenberg Financial for over the past number of years. The approach of understanding the entirety of one's portfolio, including external assets, equities and peripheral assets is well balanced and allows for a greater interpretation of the your goals as an investor. Because they are not a large institutional provider, this allows Greenberg to be responsive and nimble in times of need, thus benefiting the client in the inevitable times of economic uncertainty. David and Greenberg Financial have been immensely supportive and I would recommend them to anyone.

Vicki G.

5/5

I have been working with Dave Sherwood and with Greenberg Financial since January 2016. Previous to Greenberg, I have been through the ringer with different financing companies. It is very hard to find a Financial Company who puts the client first, rather than themselves. With Greenberg Financial my goals have been met. I could not be anymore pleased with Greenbergs investment choices and exceptional Customer Service. They are very professional, but they also care about my future financial well being. The numbers show the successful results of their investments. I would HIGHLY recommend Greenberg Financial. It would either be Greenberg Financial or put your money under the mattress!!!!