Greenberg and Rapp Financial Group

Financial Planning Advisor

at Greenberg & Rapp Financial Group

Get a Quote Contact Me

Write a Review

0 Verified Reviews - 0 of 5.0

Profile Created:

June 2026

Reputation

Greenberg and Rapp Financial Group

Financial Planning Advisor

at Greenberg & Rapp Financial Group

0 Verified Reviews - 0 of 5.0

Write a Review

Greenberg & Rapp Financial Group is a premier wealth preservation and transfer firm serving ultra-high-net-worth individuals, families, and business owners. As a financial planning advisor, we offer wealth management, private placement life insurance, estate planning, wealth transfer, retirement planning, and executive benefits. As PPLI specialists, we deliver a limited-competition strategy designed for tax efficiency and intergenerational wealth planning. Our clients also receive investment management services informed by independent, objective advice and institutional relationships with Goldman Sachs and PNC Bank. With offices in New Jersey, Washington, and Florida, our team helps families preserve and pass on generational wealth.

Licensing/Certifications

Main Insurance Lines:

Life, Insurance Products/Services

Insurance Products Offered

Company/Agency

Name:

Greenberg & Rapp Financial Group
Category:

Consultant/Expert

(0)

Write a Review

Most helpful positive review:

There have been no positive reviews posted yet. Be the first to review.

Most helpful negative review:

There have been no negative reviews posted yet. Be the first to review.

Be the first to write a client testimonial or peer review!

News Feed

Currently there are no messages on Greenberg and Rapp Financial Group's wall.