Whether you are looking to plan for a successful retirement, protect your family or business from unforeseen financial hardship, or just want a second opinion on your investment or retirement account, we are the local trusted resource. Through partnerships with hundreds of investment management firms and insurance companies, we offer independent guidance to help successful people make informed choices. Our value is the process we take our clients through to uncover areas for improvement, and the referable experience we strive to create with every engagement by providing the highest level of service and expertise. Scott J Greenberg, CFP is also available to speak to groups of any size on a wide variety of topics and is credentialed to provide CE credits for CPAs and attorneys.
Member Since: 2015