GREENBERG & RAPP FINANCIAL GROUP, INC. Employee Directory

Q: What is GREENBERG & RAPP FINANCIAL GROUP, INC. known for?

GREENBERG & RAPP FINANCIAL GROUP, INC. was founded in 1994. GREENBERG & RAPP FINANCIAL GROUP, INC. operates in the Financial Services industry.

Financial ServicesNew Jersey, United States11-50 Employees

Eagle Rock, a Greenberg and Rapp Company is a wealth management and consulting firm dedicated to helping clients solve their needs for estate planning, investment management, business continuation and personal income protection. Our familiarity with various creative strategies and techniques in the fields of estate planning, investments, insurance, and business planning, allows us to properly plan for the future of our clients and their family/business.

As a member of M Financial Group, we belong to the nation's premier financial services distribution partnerships, serving ultra-affluent individuals and Fortune 1000 companies through an exclusive network of over 100 of the Nation's most successful independent financial services firms.

Through our exclusive partnerships with many of the leading multi-billion dollar investment and insurance companies, we are able to provide specialized products and solutions required to satisfy the needs of the ultra-affluent market.

Disclaimer:
Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates and have not been reviewed by M Holdings Securities as to accuracy or completeness.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional.
The testimonials/ recommendations used do not pertain to the provision of investment advisory services, may not be representative of the experiences of other clients, and are not indicative of future performance or success. Securities and Advisory services offered through M Holdings Securities, Inc. Registered Broker/Dealer and Investment Advisor. Member FINRA/SIPC. Eagle Rock Wealth Management Inc and Greenberg & Rapp Financial Group are independently owned and operated.

Find GREENBERG & RAPP FINANCIAL GROUP, INC. employees' phone numbers or email addresses

GREENBERG & RAPP FINANCIAL GROUP, INC. Global Highlights

North America
50

United States Of America
50

GREENBERG & RAPP FINANCIAL GROUP, INC.'s Leadership

B. A.
Chief Marketing Officer
Mobile Phone
Email
K. M. B.
Chief Finance / Chief Operating Officer
Mobile Phone
Email
R. M.
Chief Investment Officer/Portfolio Manager
Mobile Phone
Email
E. S.
Vice President Of Underwriting
Mobile Phone
Email
T. R.
Vice President - Private Wealth Solutions
Mobile Phone
Email
T. R.
Founding Partner
Mobile Phone
Email
R. G.
Founding Partner
Mobile Phone
Email
P. M.
Managing Partner
Mobile Phone
Email

Contact profiles from GREENBERG & RAPP FINANCIAL GROUP, INC.

Name

Title

Contact Info

Location

Last Update

C. R.
Summer Intern
Mobile Phone
Email
Oct 21, 2024
D. Z.
Sales Associate
Mobile Phone
Email
United StatesNew Jersey
Oct 10, 2025
J. C.
Wealth Advisor
Mobile Phone
Email
Oct 16, 2024
M. G.
Client Relationship Specialist
Mobile Phone
Email
Oct 21, 2024
T. B.
Sales Executive
Mobile Phone
Email
UNITED STATES
Oct 13, 2025
M. T.
Mobile Phone
Email
United StatesNew Jersey
Apr 25, 2025

Frequently Asked Questions

What is GREENBERG & RAPP FINANCIAL GROUP, INC. known for?

GREENBERG & RAPP FINANCIAL GROUP, INC. was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 67 East Park Place, Suite 750. Explore GREENBERG & RAPP FINANCIAL GROUP, INC.'s company overview page for more information.

What is GREENBERG & RAPP FINANCIAL GROUP, INC.'s most common email format?

GREENBERG & RAPP FINANCIAL GROUP, INC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more GREENBERG & RAPP FINANCIAL GROUP, INC. email formats with LeadIQ.

How many employees does GREENBERG & RAPP FINANCIAL GROUP, INC. have currently?

GREENBERG & RAPP FINANCIAL GROUP, INC. has approximately 36 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are GREENBERG & RAPP FINANCIAL GROUP, INC.'s key employees and leadership?

As of December 2025, GREENBERG & RAPP FINANCIAL GROUP, INC.'s key employees include:

Chief Marketing Officer: B. A.
Chief Finance / Chief Operating Officer: K. M. B.
Chief Investment Officer/Portfolio Manager: R. M.
Vice President Of Underwriting: E. S.
Vice President - Private Wealth Solutions: T. R.

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