I am passionate about working with clients to help them their financial dreams. My main areas of focus are financial planning, insurance, retirement planning, investments and estate planning.
I have many years of experience working with a diverse client base. I also assist current Prudential clients answer questions about their policies or investments.
Our mission is to help people grow and protect their wealth, accomplishing their life goals through a holistic, comprehensive financial planning strategy.
Joel Greenberg is associated with the Mid-Atlantic Financial Group Office, 909 Rose Avenue, Suite 650, North Bethesda, MD, 20852-8724, Managing Director: Dustin Corrente, Phone: 301-986-4800. Joel Greenberg offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Joel Greenberg offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window. For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.