Greenberg Financial Group
Greenberg Financial Network partnered with Southwest Accounting Solutions to offer clients with a wide array of tax and accounting services. With Southwest Accounting you can expect to get your personal and business taxes done accurately and on time. We work with you to ensure you benefit from all the available credits and deductions to make the most of your return. We also provide accounting services to assist you with all your accounting, payroll, and administration needs.
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- Financial Journey
- Financial Planning
- Business Planning
- Federal Employees
Sentiment Analysis
Now that we are distributing the IRA from my father's estate, Dave has been absolutely wonderful, taking care of all the paperwork and explaining the procedure in a way we can all understand.
A team of talented people who work hard, communicate well and enjoy succeeding for the benifit of their clients, resulting in an excellent experience and company.
Since many women are poo-pooed when asked about financial matters, I personally have never felt this way from any member of Greenberg Fin.
They have a knowledgeable financial team that provides a variety of services and responsive communication.
Our family has used Dave and the entire team at Greenberg Financial Groups for over 20 years and they have been so instrumental in getting us where we wanted to be when it comes to financial independence and planning.
I will/would recommend them to anyone who is overwhelmed with ignorance of financial investment for their retirement.
Got a return right away explained my situation any they were not pushy..
I brought my retiree self-managed 401K and IRA to Greenberg Financial Group after listening to their weekly radio program, I felt they were down to earth people and talked to me in language that was understandable, unlike some other financial advisors.
The follow-up is helpful for us to understand that they are following through.
I am very pleased with my decision to transfer my IRA to Greenberg Financial 6 months ago.
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