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Financial Planning To Do’s For A Family

Financial Planning To Do’s for a Family My wife and I just added our first child to the family so this is a topic that has been weighing on my mind over the last 40 weeks. I will share just one non-financial takeaway from the entire experience.  The global population... read more

Investment Management

Our investment management team provides our clients with actively managed portfolios that support their overall financial plan. Our top down macroeconomic approach is designed to assist our clients in achieving financial stability and growth. Learn More

401(k) Plans

In 2008, GFG created an independent 401(k)/403(b) solution called Active(k) which is designed to provide companies with access to a best in class employer sponsored retirement plan solution. Learn More

Financial Planning

Our fee-based financial planning services provide our clients with retirement projections, college savings, tax strategies, asset allocation, estate planning, insurance analysis and cash flow optimization. Learn More

About Greenbush Financial

Greenbush Financial Group, LLC is an independent wealth management firm based out of East Greenbush, NY. The firm was founded in January 2000 by David Wojeski, the founding partner of GFG. The three main services we offer at GFG are employer sponsored retirement plans, financial planning and investment management. In 2008, GFG created an independent 401(k)/403(b) solution called Active(k) which is designed to provide companies with access to a best in class employer sponsored retirement plan solution at a cost typically lower than most of the other 401(k)/403(b) platforms available in the marketplace. The Active(k) solution includes third party administration, daily valuation recordkeeping, investment advisory, and co-fiduciary services. We also provide our plans with participant level investment advice, on-site employee education meetings, a flexible investment menu and access to actively managed portfolios.

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