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... read full review
September 2022
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.
September 2022
Bob & Dawn take the time to explain the different options and work with us to find the one that works best for our situation. They make me feel comfortable with our choices and I know they have our best interest in mind. I wish we had started working with them earlier! I would certainly recommend them at whatever stage of life you’re in.
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... read full review
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.
Bob & Dawn take the time to explain the different options and work with us to find the one that works best for our situation. They make me feel comfortable with our choices and I know they have our best interest in mind. I wish we had started working with them earlier! I would certainly recommend them at whatever stage of life you’re in.