We are a registered financial advisory firm licensed as both a securities broker/dealer and an insurance agency. Our offices are located at 4511 North Campbell Ave. Suite 255 in Tucson, Arizona. Our primary mission is to provide fee based money management, at a reasonable fee, to individuals and institutions with definable goals.
To this end we offer the following Tucson financial services: portfolio management, investment consultation and advice, portfolio advisory services, and a myriad of educational programs. We strive to understand our clients and their investment objectives, as well as their tolerance for risk, so that we may create an investment portfolio that will meet their long-term needs. At Greenberg Financial our client’s understanding of, and comfort with any proposed investment strategy is our #1 priority.