After making a unique impact on clients, the merging of two successful financial advisory practices in 2003 seemed more imperative than ever before. Greenberg Graham Advisors LLC challenges the idea that financial services should only concern money when really finances are largely impacted by the individuals behind it.
Today, Greenberg Graham Advisors LLC will work with you one-on-one to customize a financial strategy that works with your individual needs.
This strategy is developed and maintained through three steps: the initial meeting, customizing a plan, and consistent plan management.
Our Engagement Process
Through a brief, initial meeting, your financial advisor will get to know you on a personal level while discussing a few of your financial goals.
In these meetings, your investment plan, financial commitment and account paperwork will be discussed and managed.
REGULAR PROGRESS MEETINGS
While you’re a client, you will be regularly informed and consulted to ensure the security and stability of your finances.
- Successful entrepreneurs
- Family business owners
- Professional athletes
- First generation wealth creators
- Care deeply for those they love
- Invest in their future
- Desire to work with experienced professional advisors in a collaborative environment
- Operate with respect and dignity
- Follow through on their commitments
Greenberg Graham Advisors LLC understands knowing clients on a personal level is just as important as a client’s financial situation.
Before looking at your finances and developing a financial plan, Greenberg Graham Advisors LLC carefully considers every aspect of your personal and financial background.
Through that consideration, Greenberg Graham Advisors LLC develops an extensive, comprehensive and detailed summary of your situation and will maintain this quality and consistency throughout your time with Greenberg Graham Advisors LLC.