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Business Profile

Financial Consultants

Grimard Marton Financial, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 4 Customer Reviews

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Review Details

  • Ed N

    Date: 09/26/2022

    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.

  • William H

    Date: 09/21/2022

    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.

  • Jerry C

    Date: 09/20/2022

    If you are looking for someone you can have trust in to help guide your 401 investments and other financial interests to and through your retirement years, then look no further than Bob and Dawn G******.
    Their professionalism and honest approaches make you feel totally confident that they are providing you and your family the right path for an excellent financial future. They will offer you different options for your finances and explain all aspects of your potential investment (s), to insure you aren't leaving there with any questions. Bob will not present an option to you that he wouldn't consider for himself, in your same situation.
    When you are done, it will seem you are leaving not just as clients but as friends. They will always be there to look out for your financial future.

  • Josh M

    Date: 09/20/2022

    Bob, Dawn and Amanda care deeply for their client's best interests. They handle each engagement with care and consideration for the person's best interests at heart. They're truly wonderful people and regularly give back to the community. Their adult education events are great! They are highly skilled at navigating the ups and downs of retirement planning and have a heart of service. HIGHLY recommend!

Grimard Marton Financial, LLC is BBB Accredited.

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