Greenbush Financial Group

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75 Troy Rd
East Greenbush, NY 12061
+1 (518) 477-6686
https://www.greenbushfinancial.com

Greenbush Financial Group LLC is an independent registered investment advisory firm based in New York, specializing in fee-based financial planning, investment management, and employer-sponsored retirement plans. Established in January 2000, the firm currently manages over $506 million in client assets and serves clients across 22 states nationwide.

The firm takes pride in building long-lasting client relationships through customized financial plans that integrate tax strategies, investment recommendations, and clear action plans. With a unique advantage in tax expertise, thanks to a partnership with the Wojeski Company CPA Firm, Greenbush Financial Group offers comprehensive financial planning and investment services, including virtual options for clients regardless of their location.

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