Greenbush Financial Group, LLC is an independent registered investment advisory firm that was founded in January 2000. GFG provides three primary services:
- Financial Planning
- Investment Management
- 401(k) Plans
- Medicare Insurance
At our firm the investment approach for each client is driven by their overall financial plan. We believe that it is critically important to understand each aspect of an individual's current financial situation and also take the time to fully understand their needs and financial goals before taking action.
GFG's fee based financial planning services include retirement planning, estate planning, college savings strategies, budgeting, insurance analysis, debt consulting, and investment management. Our clients work
one-on-one with a financial planner that has obtained the Certified Financial Planner designation.