FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

Do I Have To Pay Taxes On My Inheritance? Whenever people come into large sums of money, such as inheritance, the first question is “how much will I be taxed on this money”?  Believe it or not, money you receive from an inheritance is likely not taxable income to you....

Do I Have To Pay Taxes On My Inheritance?

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.

twitter

download2

Investment advisory services offered through Greenbush Financial Group, LLC. Greenbush Financial Group, LLC is a Registered Investment Advisor. Securities offered through American Portfolio Financial Services, Inc (APFS). Member FINRA/SIPC. Greenbush Financial Group, LLC is not affiliated with APFS. APFS is not affiliated with any other named business entity. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.