About Greenbush Financial Group
Reviews for Greenbush Financial Group
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed
Greenbush Financial Group provides prompt and helpful financial advice. Representatives are knowledgeable and passionate about finance, offering a wealth of information on topics like Roth IRAs. They are friendly and responsive, addressing questions even on weekends. Recently, customers praised the professionalism of the team, highlighting how quickly they received answers to specific inquiries. One customer was particularly impressed by the clarity of the explanations provided regarding their Roth IRA account. Another appreciated receiving timely responses without any charge. Overall, Greenbush Financial Group is committed to helping clients understand financial planning, different types of trusts, and laws related to finance.
I spoke with Michael and Rob on the phone for a consultation and they were extremely helpful. My financial situation was relatively simple and I was looking for confirmation about my strategy moving forward. They were both knowledgeable, willing to teach and did not pressure me into anything during the entire interaction. Would recommend them to anyone looking for their services.
After a few years of watching informative and topical Greenbush Youtube videos on retirement planning and strategies, the time came to actually engage with Mike Ruger to review our situation and get detailed, executable advice and guidance. After a few emails and 2 in Person meetings, and a delivery of our statements expenses and expression of our goals, Mike and his (larger then I thought) Team produced a great summary , analysis ,projection and , advice and ideas on things we never knew were tangible and relative to our situation. We will follow the roadmap as long as we can, and at the appropriate time, consider handing it over to Greenbush for ongoing management....read full review
I reached out to Michael Ruger with a follow-up question to one of his YouTube videos. He was quick to respond with a clear and concise answer to my question. I'm glad that Greenbush has these informative videos online.