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The GRELLA Family Our Guiding Principles Do You Have a Plan for a Lifetime Income? Your Success is Our Passion

GRELLA Financial Services

Do you remember when conducting business was personal? When the name on the door really meant something and the people who stood behind it took the time to get to know you and your family? At Grella Financial, we still believe that good business begins with developing long-term, personal relationships built on integrity and trust. As long as our name remains on the door, you can count on us to listen and always place your best interests first.

At Grella Financial, we’re proud to have served the needs of hard working individuals, families and business owners for more than three decades, earning a reputation for providing caring, personal and professional service. We invite you to discover why generations of families, who we call our neighbors and friends, trust Grella Financial to lead them confidently along the path toward financial independence.

Real People Who Really Listen


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Saving on Fitness Center Membership Costs

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4 Reasons for the Return of Market Volatility

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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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A Primer on Dividends

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Potential Income from an IRA

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

A Look at Systematic Withdrawals

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Good Ship IPO

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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