Greenberg Financial Group

Financial Advisor in Boynton Beach, FL

Firm Info
Address: 55 SE 2nd Ave, Delray Beach, FL 33444, USA
Phone: (561) 738-6464

Firm Size
Assets Under Management: $206.6 million
# of Advisors: 4
# of Clients: 766
Client to Advisor Ratio: 192:1
Average Account Size: $269,665
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Commissions

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Greenberg Financial Group Overview

Greenberg Financial Group is a registered investment advisory firm based in Tucson, AZ, providing fee-based financial planning services since 1990. As a broker-dealer and insurance broker/agent, the firm not only provides investment advice but also offers comprehensive financial services for individuals and small businesses. Their fee-based structure ensures that they act in their clients' best interests. The firm's range of services includes portfolio management, financial planning, and educational seminars and workshops. They work with clients to create and manage portfolios tailored to their unique circumstances, whether individuals or small businesses. Greenberg Financial Group also offers portfolio reviews to help clients evaluate their investments and make informed decisions. With over three decades of experience, Greenberg Financial Group is committed to providing high-quality financial services to its clients. Their team of financial professionals is knowledgeable and passionate, and they strive to help clients achieve their financial goals through sound investment advice and personalized service. Whether clients need help planning for retirement, managing their wealth, or navigating complex financial markets, Greenberg Financial Group is there to help.

The GREENBERG FINANCIAL GROUP provides financial planning and investment management services to a diverse range of clients. These clients mainly include individuals from all walks of life, ranging from those just starting out on their financial journey to high net worth individuals with complex financial situations. The firm's advisors draw on their wide-ranging expertise to help clients realize their financial goals, whether it's saving for retirement, paying for education, or protecting their wealth. In addition to individuals, the firm also serves business owners and corporate clients. When it comes to fee structures, the GREENBERG FINANCIAL GROUP offers several options depending on the services provided. For clients looking for investment management, the firm charges a percentage of the assets under management (AUM). This fee typically ranges from 0.5%-1.5%, depending on the size of the client's portfolio. For clients requiring financial planning services, the firm may charge fixed fees or hourly rates based on the complexity of the client's financial situation. In some cases, the firm may also earn commissions on certain financial products, such as insurance policies or securities. Whatever the fee structure, the GREENBERG FINANCIAL GROUP is committed to providing clients with a transparent and fair pricing model that aligns with their best interests.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Greenberg Financial Group is $100,000. According to their Part 2 Brochure, the firm recommends a minimum account size of $100,000 to open a managed individual equity portfolio. Accounts with less than $100,000 will typically be invested in mutual funds, indexes, or their model portfolio. There is no mention of a lower investment minimum for any other type of account or service they offer in their Part 2 Brochure.

How This Office Can Help Boynton Beach, FL Residents

Greenberg Financial Group is an experienced and trusted financial advisor that assists clients in Boynton Beach, FL, with a variety of financial needs. Whether someone is planning for their retirement, managing their investments, or seeking a customized financial plan, Greenberg Financial can provide the expertise and guidance necessary to help them achieve their goals. One specific financial situation that someone in Boynton Beach, FL might be facing is planning for their retirement. With a large retirement community in the area, many residents may be concerned about ensuring they have enough money saved to retire comfortably. Greenberg Financial can provide personalized retirement planning services that take into account factors such as social security benefits, pension plans, and 401(k) contributions. By developing a comprehensive retirement plan early on, clients can feel confident that they will be financially secure in their golden years.

To view the Minimum Investment and Fee Schedule for Greenberg Financial Group, visit their Part 2 Brochure.

Services Offered by Greenberg Financial Group

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Greenberg Financial Group most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Commissions
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 55 SE 2nd Ave, Delray Beach, FL 33444, USA
Phone (561) 738-6464
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 4511 N CAMPBELL AVE #255, TUCSON, AZ 85718-6423, United States

This firm has no other locations.

State Registrations

Greenberg Financial Group is registered to service clients in the following states:

  • Arizona
  • Florida

Disciplinary History

Greenberg Financial Group does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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