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.
May 2026
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
May 2026
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.
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.