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GrandView Financial Group
3168 Cahaba Heights Rd, Birmingham
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Trust..."The Reliance on the Character, Ability or Truth of someone". This word, Trust as defined, is very important to me and my family.
After seven years as a client of Grandview Financial Group, I have learned to Trust their financial guidance. The financial advisors are all Fiduciaries who manage our investments for our benefit, not theirs.
An amazing group of financial advisors in every way. They are professional, highly qualified, enjoy what they do and are great listeners to the needs of me, their client. Thank you Kelly Morgan and company. You are much appreciated and valued.
They are awesome!! I appreciate the fact that my questions and requests, big or small, are answered immediately. I love the emails from Kelly, the CEO, particularly the one with information about which documents to save or to discard for the annual shredding day. Plus, I feel comfortable knowing they are all working to keep my money safe!