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Current company Eagle Rock, A Greenberg & Rapp Company
Financial Services · 37 employees · Founded 1987 · Morristown, New Jersey, United States
Eagle Rock, a Greenberg and Rapp Company is a wealth management and consulting firm dedicated to helping clients solve their needs for estate planning, investment management, business continuation and personal income protection. Our familiarity with various creative strategies and techniques in the fields of estate planning, investments, insurance, and business planning, allows us to properly plan for the future of our clients and their family/business. As a member of M Financial Group, we belong to the nation\'s premier financial services distribution partnerships, serving ultra-affluent individuals and Fortune companies through an exclusive network of over 100 of the Nation\'s most successful independent financial services firms. Through our exclusive partnerships with many of the leading multi-billion dollar investment and insurance companies, we are able to provide specialized products and solutions required to satisfy the needs of the ultra-affluent market. For more information, visit our website: Disclaimer: Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Greenberg and Rapp Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm