Our Goal

Your Financial Journey

We help you navigate your financial journey through four distinct life stages.

Starting Out

Taking the first step on your financial journey is important and starting early gives you the advantage of time.

Accumulating Wealth

Saving, paying off debt and investing can be challenging and overwhelming without support, but this is where your biggest gains occur.

Pre-retirement

As you enjoy the latter half of your career you will focus on building a solid retirement income and prepare for the transition from work to leisure.

Retirement

Not the end of the road but a new beginning. In retirement you will focus on financial maintenance, leisure and living your dream.
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Money Matters with Dean Greenberg

Join Dean and the Greenberg Financial Group team, along with special guests, as they break down how markets react to the latest economic shifts and geopolitical events.

Our Focus

Planning Your Financial Success

Protect

Protection is insurance against the unforeseen occurrences that sidetrack life. ...

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Build

The building stage starts when you begin your career and continues until you dec...

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Enjoy

A successful financial plan gives you the ability to enjoy the fruits of your di...

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Our Partners

The Greenberg Financial Network

Greenberg Financial understands a financial plan will consist of many facets in order to be successful. Knowing one person cannot be great at everything Greenberg Financial Group brought together professionals in other financial areas that serve Greenberg Financial Group clients. We all work together creating the plan that best fits the client's needs and goals. The Greenberg Financial Group network allows you to have one financial service company for all your needs. This gives you the confidence that we all are working together to support your financial journey.

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Heartland Insurance Group is a local independent insurance brokerage agency. Greenberg Financial clients can receive...

Heartland Insurance Group is a local independent insurance brokerage agency. Greenberg Financial clients can receive a full review of all their personal and business insurance needs. Heartland Insurance Group strives to offer the best service, value, and price for our clients. Heartland specializes in insuring homes, all motorized vehicles, commercial properties, liabilities and umbrella policies.

Call Greenberg Financial Group at (520) 544-4909 for a review and quote

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Greenberg Financial partnered with Edward Law Firm; they have a history of distinguished performance and...

Greenberg Financial partnered with Edward Law Firm; they have a history of distinguished performance and services. Greenberg Financial Group client’s will feel comfortable that their Estate Plan, Will or Trust will be reviewed, updated, and implemented exactly the way they want it executed.

Call Greenberg Financial at (520) 544-4909 set an appointment in order to review, update or create a new Estate Plan, Will or Trust

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Our Talented Leadership Team

Sebastian Borsini

Financial Advisor

Lisette Lespron

Financial Advisor Assistant

Todd Glick, Jr.

Vice President & Financial Advisor

Dean Greenberg

CEO & Founder

David Sherwood

Financial Advisor

Dylan Greenberg, CFP®

President & Financial Advisor

Claudia Solares

Executive Assistant

Mel Greenberg

Director of Marketing

Anthony Figueroa

Greenberg Financial Group Network/Partner - Heartland Insurance Group

Our Team

Dean Greenberg with Mel Greenberg

THE ENDGAME - Your Retirement Playbook

Available 9/29/2025
Pre-order your Kindle copy now. Paperback version available on 9/29/2025.

You’ve worked your whole life for this moment—retirement should feel like freedom, not fear.

Dean’s journey from Wall Street to Main Street is a story of grit, values, and building a business around one evocative question: If I were the client, what would I want?

With a coach’s mentality and over four decades of hands-on experience, he guides you through:

  • Creating a stress-tested income plan that pays you month after month
  • Understanding and mitigating the risks that can derail your retirement
  • Building an investment strategy that complements—not threatens—your income plan
  • Navigating life’s unexpected twists with flexibility and confidence
  • Working with an advisor who listens, relates, and puts your success first

Winning in retirement isn’t guesswork, it’s strategy.

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