Garbacz Group is a family owned broker dealer registered investment advisor.   Our “personalized service” oriented approach results in a comfortable client advisory relationship.

“Our strategy is to work with Lockwood and Bank of New York Mellon to structure, monitor and manage a portfolio consistent with the client’s objectives and risk tolerance.”
-Joseph Garbacz

Our approach is to structure, monitor and manage a portfolio consistent with client objectives. In the process, we develop a seamless client, advisor, administrator dialog that keeps all players “in the loop” and abreast of changing objectives, risk tolerance, investment and estate planning considerations.