Greben Wealth Management - Owings Mills, Maryland

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For individuals and families seeking comprehensive financial planning and expert investment services, Greben Wealth Management presents a distinguished and accessible option. Located at 10451 Mill Run Cir #1015, Owings Mills, MD 21117, and reachable at 03560111, Greben Wealth Management offers a personalized approach to wealth management, prioritizing client needs and long-term financial goals.

About Greben Wealth Management

Greben Wealth Management is a privately held firm dedicated to providing tailored financial solutions. Their core mission centers around building enduring client relationships based on trust, transparency, and a deep understanding of each client's unique circumstances. The firm’s philosophy is rooted in a holistic approach to wealth management, encompassing not just investments but also retirement planning, estate planning, tax optimization, and insurance strategies. They believe that a truly effective financial plan integrates all aspects of a client's financial life, ensuring a secure and prosperous future.

Specialties and Services

Greben Wealth Management specializes in a broad range of financial planning and investment services. Specifically, they offer:

• Comprehensive Financial Planning: They work closely with clients to develop detailed financial plans that address their specific goals, including retirement, education funding, and legacy planning.
• Investment Management: Greben Wealth Management provides customized investment portfolios designed to align with clients’ risk tolerance and investment objectives. They utilize a diversified approach, incorporating a variety of asset classes, including stocks, bonds, and alternative investments.
• Retirement Planning: Assisting clients in planning for a comfortable retirement, including calculating retirement income needs, projecting investment growth, and developing strategies for maximizing Social Security benefits.
• Estate Planning: Helping clients establish estate plans to ensure their assets are distributed according to their wishes and to minimize potential estate taxes.
• Tax Planning: Offering strategies to minimize tax liabilities and optimize after-tax investment returns.

Location and Accessibility

Greben Wealth Management’s physical location is situated at 10451 Mill Run Cir #1015, Owings Mills, MD 21117. This convenient location provides easy access for clients in the greater Baltimore metropolitan area. Furthermore, the firm is committed to ensuring accessibility for all clients. The office features:

• Wheelchair Accessible Entrance: A ramp provides seamless access to the main entrance.
• Wheelchair Accessible Parking Lot: Designated parking spaces are available for individuals using wheelchairs.
• Wheelchair Accessible Restroom: A fully accessible restroom is conveniently located within the office.
• Restroom: Standard restrooms are available for all visitors.

Client Feedback and Reputation

Greben Wealth Management consistently receives positive feedback from its clients. As of today, the company boasts 4 reviews on Google My Business, all of which maintain an impressive average opinion of 5/5. These reviews highlight the firm’s professionalism, expertise, and commitment to client satisfaction. Clients consistently praise the team’s responsiveness, their ability to explain complex financial concepts in a clear and understandable manner, and their dedication to helping them achieve their financial goals. Here’s a summary of recurring themes from the reviews:

• Personalized Service: Clients frequently mention the personalized attention they receive from the advisors.
• Expert Advice: Many reviewers commend the advisors’ deep knowledge and expertise in financial planning and investment management.
• Trust and Integrity: Several clients express their confidence in the firm's integrity and ethical practices.

To schedule an appointment, clients are encouraged to contact Greben Wealth Management directly at 03560111 or visit their website at grebenwealth.com. They recommend appointments to allow for a thorough discussion of individual financial needs and goals.

Contact Information

Website: grebenwealth.com

Phone: 03560111

Address: 10451 Mill Run Cir #1015, Owings Mills, MD 21117

Greben Wealth Management is a reliable and client-focused firm well-suited for those seeking a dedicated partner in navigating the complexities of wealth management. Their commitment to accessibility and positive client feedback further strengthens their position as a trusted resource within the community.

The firm’s strategic location, combined with its comprehensive services and dedication to client success, makes Greben Wealth Management a noteworthy choice for individuals and families looking to secure their financial future. Their focus on building long-term relationships and providing tailored solutions distinguishes them in a competitive market.

Ultimately, Greben Wealth Management offers a combination of professional expertise, accessible facilities, and a genuine commitment to client well-being, creating a positive and rewarding experience for those who choose to work with them.

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👍 Reviews of Greben Wealth Management

Alayne M.

5/5

We are new to the Greben Wealth Management family. I say family because that is exactly how Michael and Marina make us feel! I am typically not one who is good with change. However, all you have to do is meet Michael and you immediately feel that you have found someone uniquely different. He is a class act and genuinely cares about his clients.
He goes out of his way to get to know you and make you feel comfortable. He is extremely knowledgeable in his field and explains things so efficiently and with such enthusiasm! Marina is so sweet and accommodating and on top of every detail.
One of the best moves we have ever made! Looking forward to a successful and prosperous future with this company!

Richard B.

5/5

I appreciate Michael's financial knowledge and his match up to my needs. He explains at a level I find comfortable. Together we're managing my family funds so I achieve gains with reasonable risk. He and Marina make us feel welcome. They know how to navigate so many types of 'paperwork' which would otherwise be daunting. We meet quarterly at least, and whenever special situations arise. Wish we had begun our journey many years earlier.

Janet T.

5/5

I have been with Michael Greben for many years and have had excellent service. Not only is a good financial adviser, but he goes out of his way to help his clients. He is both competent and kind. I highly recommend him and have to friends who are also pleased.

Jeannie R.

5/5

Michael is extremely patient, and cares about his clients. I have been with him for over 10 years and have been very pleased.