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Michael R

CFP®, Series 63

Albany, NY

Greenbush Financial Group, LLC

Michael Ruger is a CFP® with 20 years of industry experience, currently serving at Greenbush Financial Group, LLC since 2007. He has also been affiliated with Crump since 2010 and American Portfolios Financial Services, Inc. from 2010 to 2024. Outside of investment advisory, he works as a medical broker with Advocate Health. Greenbush Financial Group offers personalized financial planning, investment consulting, discretionary asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm uses both fundamental and technical analysis and is known for managing over $616 million in assets with a small advisory team.

General retirement planning Founder/Business Owner
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Bradley H

Series 66, Series 65

Albany, NY

Greenbush Financial Group, LLC

Bradley Harkness is a financial advisor at Greenbush Financial Group, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses, and has worked previously at American Portfolios Financial Services, Inc. and The Ayco Company L.P. Since 2019, he has served as a trustee for the Scotia Glenville Elks, a community service organization. Greenbush Financial Group offers personalized financial planning, investment consulting, discretionary asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm employs both fundamental and technical analysis and manages over $616 million in client assets with a team of four advisors.

General retirement planning Founder/Business Owner
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David W

Series 66, Series 65

Albany, NY

Greenbush Financial Group, LLC

David Wojeski is a financial advisor at Greenbush Financial Group, LLC with Series 66 and Series 65 credentials and five years of industry experience. He has over 25 years with Greenbush Financial Group and has been involved with Wojeski & Company CPA's, P.C., a certified public accounting firm, since 1997. He is also co-trustee of a family trust and has roles in several business ventures including technology support and forensic accounting services. Greenbush Financial Group provides personalized financial planning, investment consulting, discretionary asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm manages over $616 million in client assets using both fundamental and technical analysis, offering a proprietary employer retirement-plan solution called Active(k).

General retirement planning Founder/Business Owner
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Robert M

CFP®, Series 66

Albany, NY

Greenbush Financial Group, LLC

Robert Mangold Jr. is a CFP® with 11 years of experience in the financial services industry. He is affiliated with Greenbush Financial Group, LLC and has worked at Crump and American Portfolios Financial Services, Inc. since 2015. Outside of advising, he serves as Treasurer for the Greenbush Youth Soccer Club. Greenbush Financial Group provides personalized financial planning, investment consulting, discretionary asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm combines fundamental and technical analysis with continuous monitoring and discretionary trading, managing over $616 million in client assets with a team of four advisors.

General retirement planning Founder/Business Owner
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