Reviews for Grimard Financial Group

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  • Sep 2022

    My wife and I could not be happier than our decision 4+ years ago, to meet with and work with Bob and Dawn to join Grimard Financial. They have done nothing short of exceeding our plans for long term financial security and confidence in their abilities. It’s always a positive pleasure to meet with them and make us feel like we’re more than just clients. Thank you Bob and Dawn.

  • Sep 2022

    Bob & Dawn take the time to explain the different options and work with us to find the one that works best for our situation. They make me feel comfortable with our choices and I know they have our best interest in mind. I wish we had started working with them earlier! I would certainly recommend them at whatever stage of life you’re in.

  • Sep 2022

    If you are looking for someone you can have trust in to help guide your 401 investments and other financial interests to and through your retirement years, then look no further than Bob and Dawn G******.Their professionalism and honest approaches make you feel totally confident that they are providing you and your family the right path for an excellent financial future. They will offer you different options for your finances and explain all aspects of your potential investment (s), to insure you aren't leaving there with any questions. Bob will not present an option to you that he wouldn't consider for himself, in your same situation.When you are done, it will seem...read full review

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.

Hours

Monday: 9AM - 7PM
Tuesday: 9AM - 7PM
Wednesday: 9AM - 7PM
Thursday: 9AM - 7PM
Friday: 9AM - 7PM
Saturday: ClosedSunday: Closed

Ratings

BBB BBB: A+

Grimard Financial Group

25 Chatfield Dr, Litchfield

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