Verified recordFinancial Services

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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Email

1 credit

b•••••••@greenbergandrapp.com

Phone

5 credits

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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

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