Specialties
About Me
ChFC Private Wealth Solutions Eagle Rock, Greenberg & Rapp Financial Advisor Graduate of Boston College with a Bachelor's degree.
Eagle Rock, Greenberg & Rapp is a family firm founded over 35 years ago. To us, being comprehensive means more than offering a range of financial services and products. We are defined by knowing our clients well enough to do what benefits them. We not only help pursue financials goals, but work tirelessly to avoid problems and capture opportunities. And we do so through each stage of financial life: accumulation, preservation, distribution, and transference. Asset Location is as important to us as Asset Allocation. Tax-Efficiency is our core focus for the family’s and individuals we work with.
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Interests & Hobbies
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Credentials
ChFC
Chartered Designations
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Disclosures
Investment advisory services offered through Raymond James Financial Services Advisors Inc. Eagle Rock Wealth Management Inc. / Greenberg & Rapp Financial Group, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services