PerspectiveAccountabilityPeace of Mind

Welcome to GR Financial
Group, LLC where our goal is to
help you live the life you
desire.

Let us replace your fear and
confusion with knowledge,
vision, and encouragement.

Get our Perspective

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What are the main differences between a Broker/Dealer and Investment Adviser

Paid to Sell a Product.

(Best Interest)

As a Broker/Dealer you must act in the best interest of the retail customer at the time the recommendation is made, without placing their financial or other interest ahead of the retail customer’s interests.

Paid to Give Advice.

(Fiduciary)

As an Investment Adviser, you have a fiduciary duty to place the best interest of your clients ahead of your own and the firms. You are held to a fiduciary standard that covers the entire investment advisory relationship with you on an ongoing basis.

Big Picture

The services we provide are only important when it comes to how they will enable you to live a better life.

Retirement Planning

Tactical Portfolio Management

Risk Management

Insurance

College Funding

Estate Conservation

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Your Financial Coaches

Achieving your financial goals and dreams has to be a team effort. This requires accountability on both sides.

Meet your Coaches

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