“Rob and Brad were very knowledgeable about financial management for my husband and I. They were also very courteous and dedicated their time to helping us. We truly appreciate the assistance.⭐⭐⭐⭐⭐”

“Michael Ruger, and later with a follow up question Brad Harkness, were immeasurably generous and helpful with their time and advice. I had a question about joint beneficiaries of an inherited IRA that I could not find an answer to anywhere. I had contacted both law firms and accounting firms locally and across the country that advertised on the internet that they were experts in estate taxation and was told that they did not do what I was asking about or they did not return my calls or emails. Eventually, I found Mr. Ruger’s videos and in them he got very close to what I was inquiring about but not completely. So I called Greenbush Financial Group and was able to speak in person with Mr. Ruger. He was very personable and helpful and seemed to take an actual interest in helping me. The next day I called the financial company that had the IRA with and was told something that sounded odd. I again called Greenbush Financial and asked to speak with Mr. Ruger, but he was out of the office and a very nice gentleman (Brad Harkness) said maybe he could help me. So, I told him the situation, and he too thought that what I was told seemed strange and he said that he would research the matter and get back with me the next day. He called me back the next day and told me the conclusion he had come to. Both of these gentlemen were very helpful, friendly, insightful and knowledgeable. They obviously have a wonderful company culture at Greenbush Financial. ⭐⭐⭐⭐⭐”