Greenbush Financial Group, LLC Email Format

Financial ServicesNew York, United States2-10 Employees

Greenbush Financial Group, LLC is an independent registered investment advisory firm in the financial services industry, founded in January 2000 and based in Albany, New York. The company operates from 159 Wolf Road Suite 101, Albany, NY 12205, and maintains a small professional team of 2-10 employees. Its service offering includes financial planning, investment management, 401(k) plans, and Medicare insurance. The firm emphasizes that each client's investment approach is driven by an overall financial plan, with a focus on understanding the client's current financial situation, needs, and goals before taking action, and its fee-based planning covers retirement, estate, college savings, budgeting, insurance analysis, debt consulting, and investment management. Clients work one-on-one with a financial planner who has earned the Certified Financial Planner designation.

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