Andrew M. Greenberg
"Your Retirement Guru" Call 1-805-204-8418
AMG Financial Services is an independent Financial Services Firm. Unlike many financial consultants, we do not charge a fee to meet with you and discuss your particular financial concerns.
We specialize in creating the best retirement plans tailored to your specific needs. We help you put a comprehensive plan together to get you on track to your financial goals and there is no charge to you for this service. We have selling agreements with the top providers in the industry and they pay us for helping them create new clients.
This means our assistance and guidance is completely based on what's best for you, the client, not any particular company. It's our job to create a compelling plan that you feel benefits you and your family's goals. We feel this is the right way of doing business: Show the client their options and help them decide what is the best plan for them and their needs now and into the future.
We are committed to building lifelong relationships with clients based on honesty, prompt service, and results. We use the latest research and technology available to identify which companies offer the products
that our clients are looking for.
We specialize in the following areas:
Planning
- Retirement funds with guarantees on the principal & growth
- Retirement funds that grow tax free and can be withdrawn tax free
- Rollovers of IRA's, 401K's, & 403B's
- Complete setup of secure retirement plans for employee groups
- College Savings plans that grow and can be withdrawn with No Taxes
- Small Business Insurance coverage
- Wholesale Merchant Services and more
Investment
- Fixed & Indexed Annuities
- Whole Life, & Universal Life Insurance with tax free growth
- Forward & Reverse Mortgages
- Land Banking
- Mutual Funds
Insurance
- Life insurance
- Health
- Medicare Advantage plans & Supplemental Plans
- Disability
- Critical Care Coverage & More
We at AMG Financial Services would be delighted to help you achieve your personal financial goals let us show you how.
Call us now for a no-obligation Complimentary Financial Analysis!
AMG Financial Services
1-805-204-8418
