Greenbush Financial Group, LLC Employee Directory

Q: What is Greenbush Financial Group, LLC known for?

Greenbush Financial Group, LLC was founded in 2000. Greenbush Financial Group, LLC operates in the Financial Services industry.

Financial ServicesNew York, United States2-10 Employees

Greenbush Financial Group, LLC is an independent registered investment advisory firm that was founded in January 2000.  GFG provides three primary services:

    -  Financial Planning
    -  Investment Management
    -  401(k) Plans
    -  Medicare Insurance

At our firm the investment approach for each client is driven by their overall financial plan.  We believe that it is critically important to understand each aspect of an individual's current financial situation and also take the time to fully understand their needs and financial goals before taking action.  

GFG's fee based financial planning services include retirement planning, estate planning, college savings strategies, budgeting, insurance analysis, debt consulting, and investment management.  Our clients work
one-on-one with a financial planner that has obtained the Certified Financial Planner designation.

Find Greenbush Financial Group, LLC employees' phone numbers or email addresses

Greenbush Financial Group, LLC Global Highlights

North America
11

United States Of America
11

Greenbush Financial Group, LLC's Leadership

D. W.
Partner
Mobile Phone
Email
M. R.
Partner / Chief Investment Officer
Mobile Phone
Email
S. W.
Director Of Social Media
Mobile Phone
Email
D. W.
Director Of Client Relations
Mobile Phone
Email
D. W.
Director Of Client Relations
Mobile Phone
Email
R. M.
Lead Wealth Advisor
Mobile Phone
Email
R. M.
Division Head Of Financial Planning
Mobile Phone
Email

Greenbush Financial Group, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
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Contact profiles from Greenbush Financial Group, LLC

Name

Title

Contact Info

Location

Last Update

D. W.
Partner
Mobile Phone
Email
United StatesNew York
Jan 26, 2026
M. R.
Partner / Chief Investment Officer
Mobile Phone
Email
United StatesNew York
Jan 27, 2026
S. W.
Director Of Social Media
Mobile Phone
Email
United States
Jan 26, 2026
D. W.
Director Of Client Relations
Mobile Phone
Email
United StatesNew York
Jan 26, 2026
D. W.
Director Of Client Relations
Mobile Phone
Email
United StatesNew York
Jan 26, 2026
R. M.
Lead Wealth Advisor
Mobile Phone
Email
United StatesNew York
Jan 26, 2026
R. M.
Division Head Of Financial Planning
Mobile Phone
Email
United StatesNew York

Frequently Asked Questions

What is Greenbush Financial Group, LLC known for?

Greenbush Financial Group, LLC was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 159 Wolf Road Suite 101 Albany, New York 12205 United States; you can contact the main corporate office by phone at

+1-518-477-****

. Explore Greenbush Financial Group, LLC's company overview page for more information.

What is Greenbush Financial Group, LLC's most common email format?

Greenbush Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Greenbush Financial Group, LLC email formats with LeadIQ.

How many employees does Greenbush Financial Group, LLC have currently?

Greenbush Financial Group, LLC has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Greenbush Financial Group, LLC's key employees and leadership?

As of February 2026, Greenbush Financial Group, LLC's key employees include:

Partner: D. W.
Partner / Chief Investment Officer: M. R.
Director Of Social Media: S. W.
Director Of Client Relations: D. W.
Director Of Client Relations: D. W.

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