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Grandview Financial Group
- Financial Services
- Birmingham, AL
About this business
We believe that financial planning should be simple. Too often, individuals are afraid to get their investments in order because they don't understand the process, their advisor is intimidating or they just have too much on their plate. At Grandview Financial Group, we help provide clarity in our clients' financial lives by being transparent, acting independently and working with them for the long-term. Our team consists of advisors who have years of experience and we use our knowledge to serve you and your family. We get to... read more
Location details
2 Perimeter Park S # 310E, Ste 310E, Birmingham, AL, 35243, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
An amazing group of financial advisors in every way. They are professional, highly qualified, enjoy what they do and are great listeners to the needs of me, their client. Thank you Kelly Morgan and company. You are much appreciated and valued.
Trust..."The Reliance on the Character, Ability or Truth of someone". This word, Trust as defined, is very important to me and my family. After seven years as a client of Grandview Financial Group, I have learned to Trust their financial guidance. The financial advisors are all Fiduciaries who manage our investments for our benefit, not theirs.
We’ve had a very positive experience with Grandview Financial.
They are awesome!! I appreciate the fact that my questions and requests, big or small, are answered immediately. I love the emails from Kelly, the CEO, particularly the one with information about which documents to save or to discard for the annual shredding day. Plus, I feel comfortable knowing they are all working to keep my money safe!
In 1994 I was laid off from a corporation where I had worked for nineteen years. I had a 401K that I had to re-invest or pay taxes on an early distribution. A co-worker suggested Bob Straka. I made an appointment with Bob and he reinvested my 401K. Since that time, Bob, Grandview, and now Kelly Morgan have done a terrific job managing my finances. They manage my finances as if it was their own. I am now comfortably retired and am very thankful for the work they have done. Thank you Bob, Grandview and Kelly
Frequently asked questions about Grandview Financial Group
How is Grandview Financial Group rated?
Grandview Financial Group has a 5 star rating with 17 reviews.
When is Grandview Financial Group open?
Grandview Financial Group is closed now. It will open at 9:00 a.m.
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