Brian Rapp
Private Wealth Solutions at Eagle Rock, A Greenberg & Rapp Company
Based in West Palm Beach, United States
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Seniority
Manager
Department
Finance & Accounting
Location
West Palm Beach
Industry
Financial Services
Company size
32
Contact information
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b•••••••@greenbergandrapp.com
Phone
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Background
About Brian Rapp
Private Wealth Solutions, Eagle Rock, Greenberg & Rapp & Financial Advisor, RJFS Graduate of Boston College with a Bachelor's degree. At Eagle Rock, A Greenberg & Rapp Company, being comprehensive means more than offering a range of financial services and products. We are defined by knowing our clients well enough to do what benefits them. We not only help pursue financials goals, but work tirelessly to avoid problems and capture opportunities. And we do so through each stage of financial life: accumulation, preservation, distribution, and transference. Specialities: Wealth Creation, Planning, Management and Protection; Estate Planning, Investment Planning, Insurance Planning, College Planning, Asset Allocation; Defined Contribution Plans, Defined Benefit Plans, IRA’s, 401k, 403B, Non-Qualified Plans, Executive Plans, Stock Options, Key Employee Retention, Retirement Planning. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Eagle Rock Wealth Management Inc. and Greenberg & Rapp Financial Group, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm
Decision-makers
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Jacob Greenberg
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