Greenberg Financial Group is licensed as a securities broker dealer, registered as an an investment advisor and licenced as an insurance agency. We are located at 4511 N. Campbell Ave. Suite 255 in Tucson, Arizona
  (520) 544-4909
 

 Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $100,000 for claims for cash). The SIPC is an independent government-sponsored corporation that is used to meet customer claims in the event a broker-dealer fails.
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4511 N. Campbell Ave. Suite 255 on the NW corner of Campbell Ave. and River Rd.
4511 N. Campbell Ave. Suite 255 on the NW corner of Campbell Ave. and River Rd.

Risk Tolerance Allocation Seminars

    What will you learn?

  • Strategic Income Model

  • Risks at retirement

  • Cash flow

  • How retirement has changed

  • Run through a simulation

  • Basic understanding of how to reallocate as you approach retirement

Seminar dates: 
                Thursdays

Time:     3pm - 4pm

Location: Sam Hughes Place Championship Dining
                   446 N. Campbell Ave
                   Tucson, AZ
                    (SE corner of 6th and Campbell)

446 N Campbell Ave, Tucson, Arizona 85719

Please call Greenberg Financial
if you have any questions (520) 544-4909
or show up at the restaurant at 3pm



Welcome to the Greenberg Financial Group, a registered investment advisory firm licensed as both a securities broker/dealer as well as an insurance agency. We are located at 4511 North Campbell Ave. Suite 255 in Tucson, Arizona. Our primary mission is to provide fee based money management, at a reasonable fee, to individuals and institutions with definable goals.

To this end we offer the following services: portfolio management, investment consultation and advice, portfolio advisory services, and a myriad of educational programs. We strive to understand our clients and their investment objectives, as well as their tolerance for risk, so that we may create an investment portfolio that will meet their long-term needs. At Greenberg Financial our client’s understanding of, and comfort with any proposed investment strategy is our #1 priority


We invite you to listen to our "Money Matters" radio program, aired every Sunday morning from 8:30 to 10. The Greenberg Financial Group sponsors this call in talk show on 1290 AM The Source and it is simulcast on 1400 AM. Greenberg Financial has used local radio as a platform to give no nonsense financial advice for more than 15 years. Subject matter includes everything from general market & economic overviews to specific debt and equity securities, as discussed by Greenberg Financial Group's money managers and guests.





  Greenberg Financial Group is licensed as a securities broker dealer, registered as an an investment advisor and licenced as an insurance agency. We are located at 4511 N. Campbell Ave. Suite 255 in Tucson, Arizona  We strive to get to know our clients, determine their financial goals and risk tolerance, and to develop a portfolio that will help them achieve their needs. At Greenberg Financial our client’s satisfaction is the #1 priority.
(800) 525-5263
(520) 544-4909
Greenberg Financial Group
4511 N. Campbell Ave. Suite 255
Tucson,  Arizona  85718

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