Griffin Financial Services

At Griffin Financial Services, we are committed to helping you reach your investment goals. With over 25 years of experience, our team of professionals is dedicated to providing you with sound financial advice and a broad range of services to help you achieve your long-term financial objectives.

Our Philosophy

Our investment philosophy is centered around maintaining an overall perspective of our clients' investment needs and objectives. We focus on providing personalized service, sound financial advice, and a comprehensive approach to help you achieve financial freedom. We believe in educating our clients and providing simplified explanations of investment choices, ensuring that you feel comfortable with your decisions. Our prompt response to client inquiries and objectives is one of our primary considerations in offering investment advice.

Services

Our services are designed to help you achieve your financial goals. We offer a range of services, including:

• Asset Management: Our asset management services will help determine if you have the right mix of investments for your personal situation.
• Insurance Assistance: We assist you in determining if insurance is needed in your portfolio, including life insurance, long-term care, and variable annuities for estate planning and taxes.
• Financial Planning: Our financial planning services will help you develop a customized plan that suits your needs and objectives.
• Managed Accounts: Our managed accounts service allows you to leave the day-to-day investment decisions to professionals, ensuring that you can rest easy in retirement.
• Company Retirement Plan: We offer solutions for your 401(k) and Third Party Administrators, helping you find the right solution for your company.
• Stocks, Bonds, & ETFs: We can help you diversify your portfolio with a selection of investments, ensuring that you have the right mix for your needs.

Our Approach

As an independent financial planner and registered investment advisor, we have the ability to be objective and put your goals in line with ours. We do not sell products; we offer advice. We take the time to educate you while investing and maintaining your portfolio, ensuring that you feel comfortable with your decisions.