Greenberg Financial Group - Tucson, Arizona

Greenberg Financial Group is a well-known and respected financial planning firm located in Tucson, Arizona. Their address is 4511 N Campbell Ave #255, AZ 85718. You can easily reach them by phone at 5205444909 or visit their website at greenbergfinancial.com for more information.

This company specializes in financial planning, providing expert guidance and strategies to help individuals and businesses achieve their financial goals. With a team of experienced financial planners, Greenberg Financial Group has built a reputation for delivering personalized and comprehensive financial solutions.

One of the key features of Greenberg Financial Group is their commitment to accessibility. Their office is equipped with a wheelchair accessible entrance, parking lot, and restroom, ensuring that all clients can visit them comfortably and safely. Additionally, they recommend making appointments in advance to ensure that clients receive the attention and service they require.

Greenberg Financial Group has received an impressive 32 reviews on Google My Business, with an average rating of 4.8/5. This reflects the high level of satisfaction and trust that their clients have in their services and expertise.

Reviews of Greenberg Financial Group

Stephanie M

5/5

I've been working with Todd and Dylan, two of the financial advisors at Greenberg Financial, who manage my retirement funds and helped guide my college-aged daughter through the process of setting up her Roth IRA. They not only focus on portfolio performance but also take into account tax implications, risk tolerance, and retirement goals. What I appreciate most is their patience—they've always been available to address all my questions and concerns. Additionally, I value that Greenberg Financial is a family-owned business based right here in Tucson. The entire staff is incredibly friendly and always ready to help. I highly recommend Dylan, Todd, and the entire team at Greenberg Financial.

David S. Livingston

5/5

It's one thing to listen to the Greenberg team on the radio, but after meeting everyone my wife & myself are 100% sure we made the right move. When they answer the phone and talk with us, they take the time and have answers. Lastly, we love the fact that they are in Tucson. "Keeping it Local!".
D&D L

Hot Rod Ron Carlsten

5/5

Dave Sheerwood is the person you want to deal with when it comes to your financial future. Our family has used Dave and the entire team at Greenberg Financial Groups for over 20 years and they have been so instrumental in getting us where we wanted to be when it comes to financial independence and planning. The Greenberg Financial Group is very lucky to have Dave Sherwood on their team and is highly y recommended to work with in all aspects of financial planning.

Matthew Easley

5/5

David Sherwood was very helpful handling the account when my father passed. We resolved things while other institutions were just getting started.

JoAnne McDaniels

5/5

I am very pleased with my decision to transfer my IRA to Greenberg Financial 6 months ago. They made me very comfortable and came up with the perfect plan for my situation. I will be able to retire at 65 years old and have a guaranteed income stream. Never thought such a thing was possible til I came here. I have been assisted by Todd, Dylan, and Dean and they are all excellent! I highly recommend Greenberg Financial.

Wendy Marcus

5/5

Dave Sherwood managed my father's IRA for many years. My father always spoke very highly of him. Now that we are distributing the IRA from my father's estate, Dave has been absolutely wonderful, taking care of all the paperwork and explaining the procedure in a way we can all understand. I highly recommend him.

Vince Musac

5/5

Dave Sherwood is an outstanding financial advisor, always answering his phone and returning calls and emails promptly, with the greatest attitude. Dave always knows answers to questions and is on top of his financial knowledge and advise. I will recommend Dave Sherwood to all people I know when they may need a financial advisor. Dave and the staff at Greenberg Financial will always help with your account in any way needed. I have seen the greatest returns in my IRA with Dave Sherwood and Greenberg Financial Group in Tucson, Arizona, even with this COVID crisis, compared to any other financial group I have used in the past.

Donna Morton

5/5

I feel comfortable with Greenberg Financial. Dave Sherwood is my advisor and I appreciate how he listens to my ideas and questions without making me feel inept. I appreciate that they pay attention to all financial matters not just the stock market. Highly recommend!