Wilbur Financial Group is a trusted financial planning firm based in Greenwich, New York, specializing in personalized financial strategies for individuals, families, and small businesses. With a client-first approach, the firm focuses on helping clients build, manage, and protect their wealth through detailed planning and disciplined investment strategies. Its core services revolve around retirement planning, investment management, and insurance solutions, tailored to each client’s unique life goals and financial circumstances.

The firm’s advisors take pride in offering clear guidance and long-term support, building lasting relationships grounded in trust and transparency. Wilbur Financial Group is deeply rooted in the local community, fostering financial literacy and supporting clients through every stage of life. As an independent financial firm, they offer objective advice without bias toward specific products or financial institutions. This independence enables them to craft highly customized financial plans aligned with the client’s best interests.

Wilbur Financial Group continually evolves with market trends and regulatory changes, ensuring clients receive up-to-date insights and sound financial recommendations. Their commitment to integrity and personalized service has earned them a strong reputation throughout Washington County and beyond.

Website: http://www.wilburfinancialgroup.com

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment portfolio management
– Insurance and risk management solutions
– Estate and legacy planning
– Wealth accumulation and preservation
– Tax-efficient financial strategies
– Small business financial consultation