Who We Serve
Individuals and couples seeking objective and caring financial guidance to help them build and protect the wealth that will support their goals through each of stage of life.
Retirees who seek guidance and strategies designed to help ensure their income needs are met throughout their years in retirement and that their wealth will be transferred to loved ones in the most tax efficient manner.
Business owners who benefit from our hands-on knowledge in establishing and managing a growing business and the unique challenges today’s economic and political climate poses for them.
Women who are single, married, widowed and divorced. Many of our clients come to us following a divorce or the death of a spouse and may be managing the family finances for the first time. Others seek guidance in managing a lump sum distribution or proceeds of a divorce settlement. Our clients appreciate the educational and consultative approach we take, seeking first to understand their situation, needs and goals before making recommendations or dispensing advice.
Multigenerational Families seeking guidance in planning for their children’s education, their retirement and ultimately transferring wealth from one generation to the next. Families, in particular, appreciate our focus on educating our clients on the financial strategies we recommend – helping younger generations become familiar with the world of finances and investments, and encouraging positive financial behaviors.
We aspire to a higher standard of care
At Grella Financial, our team approach helps to ensure that our professional financial planners and advisors are available to you when you need us most. You are free to determine which advisor you prefer to work with on a regular basis. Each of us will get to know you to ensure we’re able to serve your needs and respond to your inquiries in a timely manner. And because questions and concerns don’t always arise during regular business hours, we encourage all of our clients to contact us when they need us most, whether that’s during the business day, at home in the evening or on the weekend. That’s just part of being there for you.