Granville Financial, Inc.
Financial Service
Why pick this one
Granville Financial creates custom retirement strategies through a three-step process and brings more than 60 years of combined experience.
Best for
- custom retirement planning
- retirement income strategies
- wealth management and investment planning
- IRA and 401(k) rollovers
- life insurance and long-term care strategies
- IRA legacy planning
Look elsewhere if
- clients seeking direct probate, trust, tax preparation, or estate-planning services rather than referrals to outside professionals
Specialties
- retirement income strategies
- wealth management
- annuities
- investments
- IRA/401(k) rollovers
- asset protection strategies
- life insurance
- long-term care strategies
- IRA legacy planning
Certifications
- CFP® designation
- Registered Representative of Level Four Financial
What makes them different
- More than 60 years of combined experience
- Three-step Discover, Evaluate, and Plan process
- Plans address investment, retirement, estate, charitable giving, trust management, and tax planning needs
- Uses technology tools to test potential impacts of unknowns and adjustments to goals
- Offers complimentary consultations
Distilled from this business's own website.
Contact & Location
- Address
- 110 Applecross Rd, Pinehurst, NC 28374-9842
- Phone
- 19106921052
- Website
- http://www.granvillefinancial.com
- bgranv@granvillefinancial.com
Services
- retirement planning
- financial planning
- wealth management
- investment planning
- asset protection
- insurance planning
- tax-efficient strategies
- legacy planning
- estate planning referrals
- tax planning referrals
- trust and probate referrals
- charitable giving referrals