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Greenbush Financial Group, LLC Employee Directory

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.

Find Greenbush Financial Group, LLC employees' phone numbers or email addresses

Greenbush Financial Group, LLC Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Greenbush Financial Group, LLC's Leadership

  • Stylized image of a person
    D. W.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. R.
    Partner / Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. W.
    Director Of Social Media
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Director Of Client Relations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Director Of Client Relations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Lead Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Division Head Of Financial Planning
    Phone icon
    Mobile Phone

Greenbush Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Greenbush Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. W.
    Partner
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Jun 08, 2026
  • Stylized image of a person
    M. R.
    Partner / Chief Investment Officer
    Phone icon
    Mobile Phone
    United StatesNew York
    Jan 27, 2026
  • Stylized image of a person
    S. W.
    Director Of Social Media
    Phone icon
    Mobile Phone
    United States
    Jan 26, 2026
  • Stylized image of a person
    D. W.
    Director Of Client Relations
    Phone icon
    Mobile Phone
    United StatesNew York
    Jan 26, 2026
  • Stylized image of a person
    D. W.
    Director Of Client Relations
    Phone icon
    Mobile Phone
    United StatesNew York
    Jan 26, 2026
  • Stylized image of a person
    R. M.
    Lead Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Jun 24, 2026
  • Stylized image of a person
    R. M.
    Division Head Of Financial Planning
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 08, 2026

Frequently Asked Questions

What is Greenbush Financial Group, LLC known for?

Minus sign iconPlus sign iconGreenbush Financial Group, LLC was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 159 Wolf Road Suite 101 Albany, New York 12205 United States; you can contact the main corporate office by phone at
+1-518-477-****
. Explore Greenbush Financial Group, LLC's company overview page for more information.

What is Greenbush Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconGreenbush Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Greenbush Financial Group, LLC email formats with LeadIQ.

How many employees does Greenbush Financial Group, LLC have currently?

Minus sign iconPlus sign iconGreenbush Financial Group, LLC has approximately 9 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Greenbush Financial Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Greenbush Financial Group, LLC's key employees include:

  • Partner: D. W.
  • Partner / Chief Investment Officer: M. R.
  • Director Of Social Media: S. W.
  • Director Of Client Relations: D. W.
  • Director Of Client Relations: D. W.

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