Eagle Rock, A Greenberg & Rapp Company

Financial Services • Morristown, New Jersey, United States • 21-50 Employees

Company overview

Headquarters	67 E Park Pl, Suite 750, Morristown, New Jersey 07960, US
Phone number	+135025812
Website	greenbergandrapp.com
NAICS	52
SIC	628
Keywords	Premium Finance, Succession Planning, Employee Benefits, Wealth Management, Retirement Planning, Life Insurance, Business Planning, Executive Benefits, Financial Planning, Private Placement, Investment Managment, Business Continuation, Estate Planning & Wealth Transfer, Disability & Ltc, Life Insurance As An Investment
Founded	1994
Employees	21-50
Socials

Key Contacts at Eagle Rock, A Greenberg & Rapp Company

Brian Abolins

Chief Marketing Officer

Jonathan B. Crozier

Managing Director

Conor Burnett

Director Of Technology

Eagle Rock, A Greenberg & Rapp Company Email Formats

Eagle Rock, A Greenberg & Rapp Company uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@greenbergandrapp.com), used 84.2% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@greenbergandrapp.com	84.2%
{first name}{last name}	johndoe@greenbergandrapp.com	15.8%

About Eagle Rock, A Greenberg & Rapp Company

Eagle Rock, a Greenberg and Rapp Company is a wealth management and consulting firm dedicated to helping clients solve their needs for estate planning, investment management, business continuation and personal income protection. Our familiarity with various creative strategies and techniques in the fields of estate planning, investments, insurance, and business planning, allows us to properly plan for the future of our clients and their family/business. As a member of M Financial Group, we belong to the nation's premier financial services distribution partnerships, serving ultra-affluent individuals and Fortune 1000 companies through an exclusive network of over 100 of the Nation's most successful independent financial services firms. Through our exclusive partnerships with many of the leading multi-billion dollar investment and insurance companies, we are able to provide specialized products and solutions required to satisfy the needs of the ultra-affluent market. Disclaimer: Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates and have not been reviewed by M Holdings Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/ recommendations used do not pertain to the provision of investment advisory services, may not be representative of the experiences of other clients, and are not indicative of future performance or success. Securities and Advisory services offered through M Holdings Securities, Inc. Registered Broker/Dealer and Investment Advisor. Member FINRA/SIPC. Eagle Rock Wealth Management Inc and Greenberg & Rapp Financial Group are independently owned and operated.

Eagle Rock, A Greenberg & Rapp Company revenue & valuation

Annual revenue	$3,079,980
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$9,900,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Vice President

Employees by Department

Eagle Rock, A Greenberg & Rapp Company has 13 employees across 6 departments.

Departments

Number of employees

Funding Data

Eagle Rock, A Greenberg & Rapp Company has never raised funding before.

Frequently asked questions

Eagle Rock, A Greenberg & Rapp Company is located in Morristown, New Jersey, US.

You can reach Eagle Rock, A Greenberg & Rapp Company at +135025812.

Eagle Rock, A Greenberg & Rapp Company was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.

Eagle Rock, A Greenberg & Rapp Company has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.