From Grimard Financial Group
Working with clients for over 17 years we provide detailed and customized services. In these challenging times we aim to create an awareness of solutions for retirees and pre-retirees for their estate and overall financial plans. We work with local CPA’s and Attorneys to help maximize the estate value and provide positive options for consideration through seminars and individual attention. Our programs help people to be more confident about their retirement savings strategies. With our help, clients can make better educated decisions to achieve financial goals. At Grimard Financial Group, you can expect professional treatment for all of your needs.
BBB: A+
Grimard Financial Group has been providing customized financial services to clients for over 17 years. The company helps retirees and pre-retirees create awareness of solutions for their estate and overall financial plans, working with local CPA's and Attorneys to maximize estate value. Through seminars and individual attention, Grimard Financial Group helps clients make better-educated decisions to achieve their financial goals. Clients praise the company's professional treatment, feeling confident and comfortable with their choices. The team takes the time to explain different options, working with clients to find the best solution for their situation. With their honest approach and professionalism, clients feel totally confident in their ability to guide them through their retirement years. Grimard Financial Group provides a personalized and trusted approach to financial planning, making clients feel like more than just clients, but like friends.