Greenberg Financial Group operates as both a Registered Investment Advisory and Retail Broker in Tucson, Arizona. They have established expertise in portfolio management and advisory services. With a diverse team that embodies excellence in their profession, they are committed to delivering exceptional client service. Greenberg Financial Group specializes in creating comprehensive financial plans focusing on family and business protection, portfolio and money management, and advisory services. As a local financial services company based in Tucson, they cater to a wide range of clients nationwide. The strength of their team lies in their ability to attract and nurture top talent. Greenberg Financial advisors guide their clients' financial journey, ensuring the protection and development of a unique plan. In addition, they are committed to offering excellent value for their fees.
Best Financial Services in Tucson
Handpicked Top 3 Financial Services in Tucson, Arizona. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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GREENBERG FINANCIAL GROUP REVIEWS
I highly recommend investing with Greenberg Financial Group. We have been them for several decades. David Sherwood is our advisor and has been truly outstanding. I've had a difficult time scheduling an appointment with him. He takes the time to explain everything to you. He explains all your options and risks for each type of investment. He answers your questions without trying to hedge around them. He's very quick at responding to your emails. I've also had meetings with Mr. Greenberg and he's a very down to earth type of person and treats you like family. You'll never go wrong with investing with this company. You'll also receive a monthly news letters, that very informative. They have a weekly radio show that again is very informative.
Dave Sherwood is an outstanding financial advisor, always answering his phone and returning calls and emails promptly, with the greatest attitude. Dave always knows answers to questions and is on top of his financial knowledge and advice. I will recommend Dave Sherwood to all people I know when they may need a financial advisor. Dave and the staff at Greenberg Financial will always help with your account in any way needed. I have seen the greatest returns in my IRA with Dave Sherwood and Greenberg Financial Group in Tucson, Arizona, even with this COVID crisis, compared to any other financial group I have used in the past.
I feel comfortable with Greenberg Financial. Dave Sherwood is my advisor and I appreciate how he listens to my ideas and questions without making me feel inept. I appreciate that they pay attention to all financial matters not just the stock market. Highly recommend.
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AIO Financial is a comprehensive, fee-only financial planning firm that operates independently. Their areas of expertise include corporate and municipal bonds, exchange-traded funds (ETFs), and individual stocks. With a decade of experience, they have successfully completed 1,240 projects and served over 2,187 clients. AIO Financial utilizes cutting-edge software to ensure its clients receive the best possible experience and accurate planning projections. Their fees are based on the number of assets their clients wish them to manage. As their clients solely compensate them, they can function as unbiased fiduciaries, always acting in the best interests of their clients. AIO Financial offers ongoing asset management as part of its comprehensive financial planning services. They provide personalized investment portfolio recommendations and collaborate closely with their clients to develop tailored solutions that meet their specific needs. They offer a complimentary fifteen-minute consultation to explore how they can assist you.
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AIO FINANCIAL REVIEWS
I have been working with AIO financial for about 12 years and couldn’t be more comfortable. I feel secure with my future planning which has been personalized over the years. As life events happen, AIO has been with me the whole way. I feel supported and heard, in more than one situation, AIO has anticipated my concern and contacted me. And they know financial planning. I have recommended AIO to several friends over the years, no one has been disappointed. AIO is the best of small business; smart, sensitive, kind and stays current. I highly recommend.
Very informative and complete explanation, service is good and polite. To be honest, i think that Bill is a highly reliable CFP and will stay with him to manage my financial plan. To be honest it feels good when i have any kind of doubt and have all the answers to anything i need on the matter, highly recommend it.
Bill and his team are knowledgeable and consistent in their approach. Meetings are always productive, and they are always available in between scheduled meetings. We always walk away from our interaction with AIO having learned one or two new things.
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Carson Wealth is a reputable financial planning firm located in Tucson, Arizona. With a personalized approach, their Tucson financial advisors team treats each client as part of their own family. They offer specialized guidance to retired individuals, addressing their financial, physical, and emotional needs with the utmost level of service. Carson Wealth's primary objective is to alleviate concerns about running out of money by streamlining and organizing paperwork, thus simplifying the retirement process. They take great pride in serving the broader Tucson area and providing high-quality financial advice and retirement planning services. Their expertise lies in both pre-and post-retirement financial planning and wealth management. In addition, they assist retirees and those preparing for retirement with crucial aspects such as estate planning, retirement income planning, investment strategies, and more.
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Sat & Sun: Closed
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CARSON WEALTH - TUCSON REVIEWS
Excellent Service! Trey is an outstanding advisor that really takes the time to understand our goals and best way to achieve them. Always very responsive with respect to questions and exceptionally knowledgeable. Trey has offered great peace of mind given the current market environment and I am extremely confident he has charted a path for our success. I really could not be more pleased.
Trey Andrews is more than a trusted financial advisor, he’s like family to us. He takes great care to understand and guide our planning and decision making for my parent’s investments and retirement income. More than anything, Trey, and his assistant Sally Scott, offer us complete peace of mind. After my father passed, Trey and Sally have gone over and beyond to ease the transition for my mother surrounding her with the right professionals to ensure her retirement remains comfortable and secure. We could not have better partners than Trey and Sally.
As many others have said, my wife Lynne and I are 100% grateful for the personal and professional attention Trey provides. He understands our needs and financial goals. He gives us excellent advice and has been tremendously helpful in protecting our assets and keeping our taxes as low as possible. We highly recommend Trey as an excellent financial advisor.
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