Business claimed
Last updated: 5 months ago
Listed in:
Financial Planning
,
Investment Services
About Griffin Planning
Griffin Planning is a comprehensive wealth management firm. Our advisors offer investment advisory services, wealth management, estate planning, and tax planning. We build client relationships based Go to full description...
Contact information
Phone numbers
Business hours
M-F 9am-6pm, Sa-Su Closed
Business website
Additional business details
Email address:
jholian@griffinplanning.com
Payment methods accepted:
American Express, Apple Pay, Cash, Check, Financing, MasterCard
Griffin Planning is a comprehensive wealth management firm. Our advisors offer investment advisory services, wealth management, estate planning, and tax planning. We build client relationships based on trust, objective professional advice, and personal service.Whether its for wealth accumulation or estate preservation we coordinate with tax, legal, and insurance professionals to help pursue our clients goals. We follow a disciplined approach to balance risk and return specific to each client, and believe that educating clients enables them to make informed decisions for their needs.
