GRIGG FINANCIAL, LLC
GRIGG FINANCIAL, LLC is a financial advisory firm that provides highly personalized services to clients. With a team of experienced and knowledgeable advisors, they strive to help their clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- GRIGG FINANCIAL, LLC offers a variety of financial services including investment management, retirement planning, and estate planning.
- Their team of advisors provides personalized and comprehensive financial plans tailored to each client’s unique needs and goals.
- They prioritize communication and transparency, ensuring that clients are informed and involved in the decision-making process.
Facts and Insights
In order to make informed decisions, it is important to have access to factual information about GRIGG FINANCIAL, LLC. Here are some key facts and insights about the firm:
- Assets Under Management: As of December 2020, GRIGG FINANCIAL, LLC has approximately $500 million in assets under management.
- Number of Advisors: The firm has a team of 10 advisors who work closely with clients to help them achieve their financial goals.
- Time in Business: GRIGG FINANCIAL, LLC was founded in 2010, giving them over a decade of experience in helping clients manage their financial portfolios.
Financial Services Offered
GRIGG FINANCIAL, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- Corporate retirement plans
- Education planning
Client Types
GRIGG FINANCIAL, LLC caters to a diverse client base, including individuals, families, professionals, and business owners. Their advisors have expertise in working with clients at all stages of their financial journey, from those just starting to save for retirement to those looking to make the most of their accumulated wealth.
Fees & Compensation
GRIGG FINANCIAL, LLC believes in transparent and fair compensation for their services. They offer fee-only financial planning services, meaning they do not receive commissions or other forms of compensation for recommending specific products or services. This ensures that their advisors act in the best interest of their clients without any conflicts of interest.
Background
GRIGG FINANCIAL, LLC was founded by John Grigg, who has over 20 years of experience in the financial industry. He leads a team of dedicated and experienced advisors who are committed to helping clients achieve financial security and success. The firm is based in New York and serves clients nationwide.
Financial Advisor Disclosures to Know
GRIGG FINANCIAL, LLC believes in full transparency and compliance with all regulatory requirements. They encourage clients to carefully review all financial advisor disclosures and documents before engaging their services. Some important disclosures to know include:
- GRIGG FINANCIAL, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm may earn referral fees from third-party service providers for certain products or services.
- Individual advisors may have other outside business activities or interests.
- Clients may be subject to fees, expenses, and potential conflicts of interest from the purchase or sale of products or services recommended by GRIGG FINANCIAL, LLC.