Eagle Rock, A Greenberg & Rapp Company Email Format

Financial ServicesNew Jersey, United States11-50 Employees

Eagle Rock, a Greenberg & Rapp Company operates in the financial services sector as a wealth management and consulting firm. Its primary focus is on estate planning, investment management, business continuation, and personal income protection, using a range of strategies to address the future needs of clients and their families or businesses. The firm serves ultra-affluent individuals and Fortune 1000 companies through an exclusive network affiliated with M Financial Group, and it partners with leading investment and insurance providers to offer specialized solutions for that market. Based in Morristown, New Jersey, the company positions itself within a tightly connected distribution channel that emphasizes independent advisor collaboration and access to high-level financial planning resources. The organization appears to be a relatively small to mid-size firm, leveraging its partner relationships to deliver comprehensive wealth planning and risk management services.

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