“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.“
“Paul has done a great job in managing my retirement profolio. He is willing to answer any question I have on what is going on. If your looking for an advisor who treats as a person and not just s statistic then he is your man!!!“
“Steve has handled our investment accounts for 10+ years. Never steered us wrong, always asked questions, answers ours clearly and professionally. I have often told him that but for his expert guidance we’d be living on social security only. I would recommend him to anyone who asked.“
“I've worked with Mike for a number of years. He's been very helpful at simplifying concepts and making sure things get done. I also like that Mike is a fiduciary and has always been transparent.He has helped our business with our company forecasting/projections, company 401K and many other things. Hes a great resource personally and professionally.“
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