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Greenbush Financialgreenbushfinancial.comGreenbush Financial Group, LLC is an independent registered investment adviser based in New York that specializes in fee-based financial planning, investment management, and employer-sponsored retirement plans for clients nationwide, including via its Virtual Platform. The firm emphasizes a tax-aware planning approach that integrates tax strategy with investment management to help clients plan for retirement, grow wealth, and achieve financial goals, supported by CFP® and CPA professionals. It manages over $605 million in client assets and offers retirement plan options including 401(k) Plans, Simple IRAs, Single(k) Plans, SEP IRAs, and Pension Plans, with an emphasis on low fees, quality investments, and streamlined administration.
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