Greenberg Financial Group

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Stock & Bond Brokers, Annuities & Retirement Insurance Plans, Financial Planners

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Today: 6:00 am - 3:00 pm

36 Years

in Business

Accredited

Business

(520) 544-4909Call Visit WebsiteVisit Website Map & DirectionsDirections4511 N Campbell Ave Ste 255-1Tucson, AZ 85718 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Sun:	6:00 am - 3:00 pm

Places Near Tucson with Stock & Bond Brokers

Casas Adobes (6 miles)

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General Info

Established in 1988 we were formally known as Greenberg Nehls & Co. In 2001 our current name was adopted. The company offers the following services to our customers: investment advice and consultation, portfolio management, portfolio advisory, and educational activities. Our goal is to get to know our clients, determine their financial goals and risk tolerance, and to develop a portfolio that will help them achieve their needs.

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BBB Rating

Extra Phones

Phone: (520) 907-0707

Fax: (520) 544-0640

TollFree: (800) 525-5263

AKA

Greenberg Randy

Greenberg Nehls & Company

Other Links

http://www.greenbergfinancial.com

https://greenbergfinancial.com

Categories

Stock & Bond Brokers, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Transfer Agents

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Details

Phone: (520) 544-4909

Address: 4511 N Campbell Ave Ste 255-1, Tucson, AZ 85718

Website: http://www.greenbergfinancial.com

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Greenberg Financial Group

Tax Planning
“It is not what you make, it is what you keep”. We provide tax planning services to maximize your return and assure that you are only paying your fair share. Learn More
Tax Services
Tax Deductions
Tax Advantages: A 401(k) plan provides tax advantages for both business owners and employees. Contributions made by employees are typically tax-deferred, meaning they are deducted from their taxable income, potentially reducing their current tax liability. Additionally, as a business owner, you may be eligible for tax deductions for employer contributions to the plan.
Income Tax

Investment Management
Greenberg Financial Group is both a Registered Investment Advisory and Retail Broker / Dealer in Tucson, Arizona. We specialize in portfolio management & advisory services and are located at 4511 N. Campbell Ave. Suite # 255.
Mutual Funds
Investment Guidance: Making wise investment decisions can significantly impact your retirement savings. Our investment advisors will provide you with sound guidance, helping you choose appropriate investment options that align with your risk tolerance and long-term goals. We’ll explain various investment vehicles, such as mutual funds, stocks, and bonds, and guide you in building a diversified portfolio.
Bonds
Wealth Management
Dylan initiated his professional career at RBC Wealth Management, working on the fixed income trading desk. He is a co-host of the Money Matters Radio talk show on KNST 790AM, and also co-hosts the Money Matters TV show airing on KGUN 9. Through his efforts educating his peers, leading educational and informational seminars, Dylan fulfils a deep personal commitment to his community and his clients.

Accounting Services
Jose knew from an early age that he wanted to pursue a career in accounting. His father owned an accounting firm in Mexico, and he has two siblings in the same industry. Jose founded Southwest Accounting Solutions in 2015. Embracing the opportunity to offer accounting services to the Tucson community, Jose provides experience, service and commitment to all his clients.
Payroll Services
Maintaining your bank and credit card reconciliations, day-to-day duties of accounting and bookkeeping is essential. We offer the professional guidance that allows you to focus on your business. Our years of experience with profit & loss income statements, balance sheet analysis, maintaining a clean general ledger and making complex journal entries, payroll processing, and internal control services ensure that your financial needs are properly addressed. Learn More
Bookkeeping Services

Financial Planning
Greenberg Financial is both a registered investment advisor and a broker dealer. Their clearing firm, RBC, offers the Greenberg Financial advisors state-of-the-art technology, research, and financial planning tools. For over 30 years the Greenberg Financial Group, as a leading money manager in Tucson, has been committed to developing investment models that meet their clients’ needs and objectives.
Retirement Planning
Welcome to the Greenberg Financial Group’s dedicated page for federal employees. We understand that navigating the complexities of benefits and retirement planning can be overwhelming. That’s why we are here to provide you with comprehensive information and guidance to help you make informed decisions about your financial future. Our team of experienced professionals is committed to assisting federal employees like you in maximizing your benefits and achieving your retirement goals.
Annuities
Not everyone needs or wants an annuity, but for some it is the solution to uncertainty. Annuities are many and varied, you need someone who knows the various annuity nuances and can pick the right one for you. We have many years of experience with annuities and a vast array of choices and will use this experience to determine if an annuity would be a good fit for you. Learn More
Long Term Care
The desire to serve and help people prepare for their future led Mark to the financial services industry in 1994. He founded Strategic Advisors Group in 2001. He and his partners purchased Moore Financial in 2015. They continue to expand their life insurance, annuity, and long-term care practice nationwide.

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