About Greenblatt Financial Management, Inc.
Greenblatt Financial Management, Inc. is a leading financial management firm that has been providing expert financial advice to clients for over 20 years. The firm prides itself on its ability to help clients achieve their financial goals and secure their financial future.
How the Advisor Helps Clients – Key Takeaways:
- Expert financial advice
- 20+ years of experience
- Helps clients achieve financial goals
- Secures financial future
Facts and Insights
Greenblatt Financial Management, Inc. has helped numerous clients through their financial journey and has gained valuable insights throughout the years. Some key facts and insights about the firm include:
- Over $500 million in assets under management
- A team of experienced and knowledgeable advisors
- 20+ years in the industry
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
Financial Services Offered
Greenblatt Financial Management, Inc. offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education funding
- Insurance planning
Client Types
The firm serves a wide range of clients including:
- Individuals
- High-net-worth individuals
- Families
- Business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
Greenblatt Financial Management, Inc. is committed to transparency with its clients and clearly outlines its fees and compensation structure. The firm charges a percentage of assets under management as its advisory fee, and may also receive compensation from third parties in the form of commissions or trailing fees. Clients can rest assured that the firm has their best interests in mind, as they are compensated based on the success of their clients’ portfolios.
Background
Greenblatt Financial Management, Inc. was founded in 2000 by John Greenblatt, a highly experienced financial advisor with a passion for helping others achieve financial success. The firm has grown to become a respected and trusted name in the industry, with a team of knowledgeable and dedicated advisors.
Financial Advisor Disclosures to Know
Clients should always be aware of any potential conflicts of interest with their financial advisor. Some important disclosures to know about Greenblatt Financial Management, Inc. include:
- The firm may receive compensation from third parties
- The firm’s advisors may have relationships with certain investment products
- The firm may receive additional fees for managing certain investments
- Some advisors may also carry securities licenses with certain broker-dealers