Greenbush Financial Group, Llc

Description

• 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) PlansAt 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 workone-on-one with a financial planner that has obtained the Certified Financial Planner designation. In 2008, GFG developed an exclusive relationship with Hugh Johnson and Dan Nolan of Hugh Johnson Advisors, LLC to offer a new and dynamic 401(k) platform called Active(k). Active(k) provides plan participants with the opportunity to have their 401(k) dollars actively managed by Hugh Johnson. The investment platform also consists of a menu of individual mutual funds and a self direct brokerage window through TD Ameritrade.
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  Headquarters:75 Troy Road , East Greenbush, New York, United States

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  Phone Number: +1 518-477-6686

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  Website: https://www.greenbushfinancial.com

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  Employees:4

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  Revenue:$0 - 1M

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  Legal Name:Greenbush Financial Group, Llc

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• |  NAICS Code: 531210  |

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