Financial Planners near Bedford

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“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.“

“We attended one of Grimard's Financial workshops and were so impressed with their expertise, professionalism, and knowledge, we decided to consult with them at a later date. We were pleasantly surprised when we saw a welcoming sign for us outside of their office, just one of the many personal touches that make you feel like family, and not just a number. We put our trust in them, and so glad that we did. Right from the get- go, they gave us some financial suggestions that we took advantage of. Then a few follow-up meetings to review the numbers. We couldn't be happier! Their daughter, Amanda, is also a pro, with a financial background. So glad we found them through a free workshop card we received in the mail. Who would have ever thought? Highly recommended in our book!“

“Chris was super helpful in reviewing my investments and encouraging in my ability to manage my accounts. He was open to covering all the topics that I wanted to discuss and provided both reassurance and concrete actionable advice for me to implement.“

“MLM Payroll & Adm Services has been a blessing to our growing company. In 2019, the Lord gave my husband a business idea, and since then our customer base and work has grown. Leticia Lemus and her team stepped in and helped to organize our records, bookkeeping, and business. She has gone above and beyond and is instrumental in helping to grow our company. When it was time to hire new workers, Leticia made the process go smoothly. I love the professionalism and expertise MLM Payroll & Adm Services has brought to TexKleen Services LLC!“

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