About Grimard Financial Group
Reviews for Grimard Financial Group
Write a reviewHours
Monday: 9AM - 7PM
Tuesday: 9AM - 7PM
Wednesday: 9AM - 7PM
Thursday: 9AM - 7PM
Friday: 9AM - 7PM
Saturday: ClosedSunday: Closed
Grimard Financial Group has been providing customized financial services to clients for over 17 years. The company helps retirees and pre-retirees create awareness of solutions for their estate and overall financial plans, working with local CPA's and Attorneys to maximize estate value. Through seminars and individual attention, Grimard Financial Group helps clients make better-educated decisions to achieve their financial goals. Clients praise the company's professional treatment, feeling confident and comfortable with their choices. The team takes the time to explain different options, working with clients to find the best solution for their situation. With their honest approach and professionalism, clients feel totally confident in their ability to guide them through their retirement years. Grimard Financial Group provides a personalized and trusted approach to financial planning, making clients feel like more than just clients, but like friends.
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!
Bob and Dawn are a pleasure to work with. Bob helped my wife and I become happily retired through his expertise in dealing with the different financial programs.