Michael Greenberg

Based in Delray Beach, our wealth management and investment philosophy involves a specific individualized approach to each client’s unique circumstances. We never take a cookie-cutter approach to wealth management and financial planning.

Financial Adviser at Greenberg Financial Group in Delray Beach, FL

About

Financial advisors, just like investors, have varied and different financial styles. While some like to 'time' the market, or look for opportunities, others are more risk averse. Some are most concerned with fees or taxes; others are more concerned about volatility and are more risk averse. At Greenberg Financial, we are most concerned with your overall financial plan. We strive to manage risk and provide the most efficient avenue for transparent, cost effective and diversified investing. As Certified Financial Planners™, we are fee-only financial planners, which means we have a financial responsibility to act in our clients best interest.

Address
55 SE 2nd Ave in Delray Beach, FL 33444
Info
None specified

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Specialties

  • Business Planning
  • Education Savings
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Licenses

Series 66
License # 2437741
Series 7
License # 3437741

Certifications

CFP®

Background

Experience

President

Education

University of Hartford