Welcome to Griffin Financial Services Group

Helping You Sustain Your Legacy

At Griffin Financial Services Group, we help individuals and couples create and retain wealth for themselves and their family. Our priority is to educate and assist you in achieving the lifestyle you have worked so hard to attain.

Listen

We expect your life to change and want to be one of the first to know when it does. Need an advisor who will listen to your needs? We understand that your situation deserves careful consideration and planning. That is why we listen to what you want and don’t want and are committed to assisting you with the financial decisions you’ll be faced with. We believe our clients appreciate our personal touch.

Advise

Our clients are busy successful professionals that benefit from our expertise and long-term relationships. Our experience and knowledge helps us advise you as you navigate the myriad of financial products and services available, while staying within your level of acceptable risk. We provide financial and retirement planning, investing and insurance services. Come in for a complimentary consultation.

Education

We know that today, more than ever, there is an overwhelming amount of financial information available. That is why staying informed and educated about your finances is essential. We encourage you to expand your knowledge by taking advantage of the various tools and information we provide.

Financial Planning

At Griffin Financial Services Group, we believe that financial planning is an ongoing process that is greatly affected by the changes in your life. Our process begins by learning about you and your individual situation in a get-acquainted meeting.

At the get-acquainted meeting we discuss your current situation, your goals and all the factors that may have a bearing on the financial decisions you will make. By the end of this meeting, we will both be able to assess whether on not it would be suitable for us to work together. At our next meeting, we analyze and design a specific portfolio to meet your financial goals based on the information gathered at our get-acquainted meeting. Here we present our recommended approach to your investment strategy, with its potential benefits and costs. We continue to meet with you, respond to your concerns, and update your portfolio as your needs and situation change.

Understanding your current situation, and the challenges and opportunities that may arise, will help us guide you to make the appropriate decisions throughout your financial journey. We look forward to meeting with you and discussing your situation and how we can help you reach your financial goals.

Retirement Planning

Planning for retirement is the first step to enjoying it! Let us help you put together a plan to reach the retirement you desire. Don't make the mistake of going at it alone. Our advisors and staff will help you navigate the complicated questions of retirement planning. Company pension? Lump Sum withdrawal? When to take Social Security?

We help individuals and couples create and retain wealth for themselves and their families. Click here for an investment strategy with the objective of providing inflation-adjusted income for life, including interactive tools!

Call and ask about our Retirement Seminars!

Investment Planning

Griffin Financial Services Group has access to a wide range of investment options and is experienced in finding solutions to help meet client's goals. Make an appointment to discuss your investment goals, your approach to risk, and your investment horizon. We will make recommendations on how you can best reach your goals while protecting your investments.

Insurance Planning

We offer insurance evaluations and insurance plans, including life insurance, disability income insurance and long term care insurance, to protect your assets and provide for your loved ones.