Business Details
18 Years
experience
Open 24/7
always available
Your Trusted Financial Planning Partner in Camarillo
AMG Financial Services has been dedicated to empowering clients with personalized financial solutions since 2008. Our approach prioritizes your unique needs, whether you're an individual planning for retirement or a business owner seeking tax-efficient strategies. We specialize in creating comprehensive financial plans that integrate annuities, insurance products, and retirement strategies designed to protect and grow your assets. Our fee-free consultation model ensures our recommendations remain client-focused, with compensation coming directly from product providers after you've decided to proceed.With over 15 years of industry experience, including foundational training at Transamerica Life & Annuities, our team delivers expertise in tax-advantaged investments, college funding solutions, and business financial planning. We serve Camarillo and surrounding areas, maintaining a commitment to transparency, ethical practices, and long-term client relationships that has earned us a reputation for reliability in financial services.
Services
Retirement Planning
Annuities
Life Insurance
College Savings Programs
Business Financial Consulting
Details
- Year established: 2008
Highlights and features
- No fees for initial financial consultations
- Customized solutions for individual and business needs
- Specialized expertise in tax-advantaged investment products
- Client-focused approach with transparent practices
- Proven track record serving Camarillo community since 2008
Services
Retirement Planning
We create customized retirement plans using tax-advantaged products that guarantee principal protection while allowing market growth participation. Our solutions include rollovers for existing 401(k)s and IRAs, Roth conversions, and guaranteed income streams. With expertise in both fixed and indexed annuities, we help clients build secure retirement portfolios that balance growth potential with risk management.
Annuities
Our annuity solutions provide principal protection with market growth potential through equity-indexed products. We offer fixed annuities with guaranteed returns and indexed universal life options that combine death benefits with cash value accumulation. Each solution includes tax-deferred growth and penalty-free withdrawal options, with specialized products for immediate income needs and long-term accumulation goals.
Life Insurance
We provide comprehensive life insurance solutions including term, whole life, and indexed life policies with living benefits. Our offerings feature chronic illness riders, tax-free withdrawals, and final expense coverage. Business owners can access key person insurance and group plans with tax advantages. All policies are sourced from top-rated carriers to ensure reliable protection for both personal and business needs.
College Savings Programs
Our college funding solutions combine tax-free growth with flexible withdrawal options for education expenses. We specialize in 529 plan alternatives that maintain financial aid eligibility while protecting principal. Each program includes market participation features and guaranteed minimum returns, with customized options for different education timelines and funding goals.
Business Financial Consulting
We help businesses implement tax-efficient retirement plans and employee benefits packages. Our services include setting up tax-free retirement accounts for business owners and employees, optimizing credit card transaction strategies, and providing key person insurance solutions. We specialize in helping companies with 50+ employees maximize tax incentives while improving employee retention through comprehensive benefits programs.
People
Andrew Greenberg
Financial Consultant & CEO
Andrew Greenberg founded AMG Financial Services in 2008 after gaining industry experience at Transamerica Life & Annuities. With over 15 years in financial services, he specializes in creating customized investment solutions for individuals and businesses. His expertise includes tax-advantaged products, retirement planning, and business financial strategies. Andrew maintains a client-first approach, offering fee-free consultations to build trust and long-term relationships.
Questions
What financial services do you specialize in?
We specialize in retirement planning, annuities, life insurance, college savings programs, and business financial consulting. Our expertise includes tax-advantaged investment products and customized financial planning solutions.
Do you charge fees for financial consultations?
No, we offer complimentary initial consultations. Our compensation comes from product providers after you've decided to implement recommended solutions, ensuring our advice remains client-focused.
What makes your financial planning different?
Our approach combines personalized solutions with fee-free consultations. We focus on tax-advantaged products, principal protection, and market growth opportunities tailored to each client's specific needs and goals.
Do you work with businesses as well as individuals?
Yes, we provide specialized financial solutions for businesses including retirement plans, key person insurance, and tax incentive strategies for companies with 50+ employees.
How can I schedule a consultation?
Call us at 805-204-8418 to schedule a no-obligation consultation. We'll discuss your financial goals and explore customized solutions that meet your specific needs.
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