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At Grimard Financial, treating others
the way you want to be treated is the norm.
Grimard Financial is a Better Business Bureau Accredited Business.
Bob and Dawn Grimard have been working with clients for over 12 years providing detailed and customized services. In these challenging times we aim to create an awareness of solutions for retirees and pre-retirees for their estate and overall financial plans. We work with local CPA's and Attorneys to help maximize the estate value and provide positive options for consideration through seminars and individual attention. Our programs help people to be more confident about their retirement savings strategies. With our help, clients can make better educated decisions to achieve financial goals. At Grimard Financial Group, you can expect
professional treatment for all of your needs.
Our goals are to: