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 investment advisory and financial planning services to individuals and high‑net‑worth individuals, offering discretionary and non‑discretionary portfolio management across cash, equities, mutual funds, bonds and annuities. The firm reports about $60.8 million in assets under management and offers financial planning engagements either as fixed‑fee projects or on an hourly basis. Advisory recommendations are tailored to clients’ stated objectives, time horizon and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis and both long‑ and short‑term strategies; client accounts are reviewed at least quarterly and clients may impose written restrictions on holdings. For managed accounts the firm bills primarily as a percentage of assets and provides general financial counseling as part of its asset management services, with separate agreements used when clients request more extensive planning work. A distinguishing aspect of the firm is its affiliation with an affiliated insurance business: a firm principal also acts as a licensed insurance agent and may offer commissionable insurance products, an arrangement the brochure discloses as a potential conflict of interest while noting clients are not required to purchase those products. The firm also identifies operational controls such as recommended custody relationships and periodic due diligence of service providers that include artificial‑intelligence components.
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 |
|---|---|---|
Fairfield, NJ
| 8
|
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