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Investment Management

Our fee‐based advisory team provides our clients with actively managed portfolio that support their overall financial plan. Our top down macroeconomic strategy is designed to
assist our clients in achieving financial stability and growth.

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Company Retirement Plans

We love employer sponsored retirement plans!! We provide clients with access to 401(k) Plans, Simple IRA’s, Single(k) Plans, SEP IRA’s, and Pension Plans. Our solutions focus on low fees, tax savings, plan design, high quality investments, employee education, and headache free administration.

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Financial Planning

Our fee‐based financial planning services provide our clients with retirement projections, college savings, asset allocation, estate planning, insurance analysis, and cash flow optimization. Our clients work with a Certified Financial Planner® to create a personalized financial plan.

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About Greenbush Financial

Greenbush Financial Group, LLC is an independent registered investment advisory firm based out of New York that specializes in employer sponsored retirement plans and financial planning. We have clients all over the United States that range from individual financial planning clients that live in Capital Region to 401(k) clients that have hundreds of employees all across the country. GFG was established in January 2000 as a traditional wealth management firm and we currently serve as investment advisor to over $330,000,000 in client assets. In 2016, we made the strategic decision to build a platform that would allow us to deliver our investment advisory services and financial planning services to clients regardless of where they live and work. Our virtual platform has allowed us to reduce the cost of our services and continue to build personal relationships with new clients via our easy to use video conferencing systems. Our clients have the pleasure to work with a team of seasoned financial professionals that maintain the Certified Financial Planner (CFP®) and/or Certified Public Accountant (CPA) designations.

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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.