Centaurus Financial - we invest in your success
CuraDebit Free Debt Analysis
  Home > Financial Services > Stock Brokers > Greenberg Financial Group

Greenberg Financial Group


Greenberg Financial Group is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of seven exams.
 
Greenberg Financial Group Established in 1988 they were formally known as Greenberg Nehls & Co. In 2001, their current name was adopted. The company offers the following services to their customer’s investment advice and consultation, portfolio management, portfolio advisory and educational activities.
 
The Company is a registered investment advisory firm licensed as both a securities broker dealer as well as an insurance agency. They are located at 4511 North Campbell Ave. Suite 255 in Tucson, Arizona. Their primary mission is to provide fee based money management, at a reasonable fee, to individuals and institutions with definable goals.
 
 The Company offers the following services portfolio management, investment consultation and advice, portfolio advisory services, and a myriad of educational programs. They strive to understand their clients and their investment objectives, as well as their tolerance for risk, so that they may create an investment portfolio that will meet their long term needs.
 
At Greenberg Financial, their client understands of, and comfort with any proposed investment strategy is their 1 priority. Greenberg Financial advises clients on either a discretionary or a non discretionary basis. They assist the client in determining their investment objectives and the most appropriate asset mix to meet these objectives.
 
The client has stated investment objectives will be the determining factor of the services provided and the securities selected. Investment supervisory services are generally defined as continuous portfolio management services based on the individual needs of each client. Their goal is to get to know their clients, determine their financial goals and risk tolerance, and develop a portfolio that will help them achieve their needs. 

Financial Services Companies all are here at FinancialBrowsers.com

Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.

Back to Stock Brokers

 
 
Infinit-i