A complete list of active advisors currently associated with G & R Financial Solutions LLC

Warmer can help you find a great advisor at G & R Financial Solutions LLC or one who fits your needs even better.

G & R Financial Solutions LLC provides discretionary and non-discretionary investment management and financial planning to individuals and high‑net‑worth clients, offering portfolio management, written investment strategies, and separate fixed‑fee or hourly planning engagements. The firm generally bills on a percentage‑of‑assets basis for managed accounts and maintains a $25,000 account minimum. The firm tailors advice to clients’ objectives, time horizon and risk tolerance and uses a mix of asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading techniques, with an emphasis on tax awareness and periodic reviews. Accounts are reviewed at least quarterly and the firm recommends custody with an independent custodian with which it has an established relationship. Distinctive features include an affiliation with an insurance business and principals who are licensed insurance agents and may offer commissionable insurance products (a conflict the firm discloses), as well as a co‑owner who maintains a separate registered‑representative relationship with an unaffiliated broker‑dealer. The adviser operates with a single investment advisory representative, manages roughly $71.9 million for about 128 clients, and was formed in mid‑2024, making its combination of relatively high assets under management, insurance affiliation, and solo advisory structure atypical among peers.

To learn more about the advisors currently working at G & R Financial Solutions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Giuseppe Roveccio	Fairfield, NJ	9

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