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Kathleen Burnett Email
Chief Operating Officer . Eagle Rock A Greenberg and Rapp Company
East Hanover, NJ
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Employees:
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Eagle Rock, a Greenberg and Rapp Company is a wealth management and consulting firm dedicated to helping clients solve their needs for estate planning, investment management, business continuation and personal income protection. Our familiarity with various creative strategies and techniques in the fields of estate planning, investments, insurance, and business planning, allows us to work with other key advisors to properly plan for the future our clients and his family/business. As a member of M Financial Group, we belong to the nation's premier financial services distribution partnerships, serving ultra-affluent individuals and Fortune 1000 companies through an exclusive network of over 100 of the Nation's most successful independent financial services firms. Through our exclusive partnerships with many of the leading multi-billion dollar investment and insurance companies, we are able to provide specialized products and solutions required to satisfy the needs of the ultra-affluent market. Disclaimer: Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates and have not been reviewed by M Holdings Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/ recommendations used do not pertain to the provision of investment advisory services, may not be representative of the experiences of other clients, and are not indicative of future performance or success. Securities and Advisory services offered through M Holdings Securities, Inc. Registered Broker/Dealer and Investment Advisor. Member FINRA/SIPC. Eagle Rock Wealth Management Inc and Greenberg & Rapp Financial Group are independently owned and operated.Eagle Rock A Greenberg and Rapp Company Address
72 EAGLE ROCK AVE STE 302East Hanover, NJ