Not completely confident in the way your life insurance, disability insurance, or long term care insurance is set up. We welcome you to contact our team today to set up a complimentary review of your investments, retirement accounts, or insurance portfolio. When you are ready to talk to a financial professional, contact us directly with your questions or schedule a complimentary consultation with Scott now.
Scott J. Greenberg Private Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. The RICP (Retirement Income Certified Professional) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income.
Scott J. Greenberg Private Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. The RICP (Retirement Income Certified Professional) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income.
Services
Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.
As the Director of Asset Management, Dan monitors economic and market trends on behalf of our team of financial professionals. Dan also works closely with team members to assist clients in helping them work toward achieving their business and personal planning goals. Asset management plays an important role in variety of planning needs, including retirement, education, and survivorship planning.
I believe you deserve clear, logical advice, in language you can understand, and without having to wait. We are blessed to grow our practice through referrals, by consistently exceeding our clients' expectations and providing the best experience possible. Scott J. Greenberg CFP, RICP, ChFC is the Chief Financial Strategist on the team.
Today more than ever, CERTIFIED FINANCIAL PLANNER professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, "finances" doesn't mean just one thing for most Americans - and "financial planning" means much more than just investing.
Scott Greenberg has earned the RICP professional designation from The American College, Bryn Mawr, PA. Candidates for the RICP designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of experience, meet stringent ethics requirements, and participate in The College's continuing education program.
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