John My wife and I have been clients of Grandview asset management for the last 5+ years. The level of professionalism experience is outstanding. Bill has managed our portfolio with expert hands. I can highly recommend Bill Parker as a trusted and reliable advisor
Nick Ramondo Taylor has been invaluable in helping our family organize and consolidate our finances. He uses a holistic, organized, transparent approach tailored to our goals. What stands out most is his ability to provide financial guidance while considering the emotional aspect of large financial decisions. Since working with Taylor, we feel more confident about our familys financial health and can rest easy knowing he has our back. Highly recommend.
dean carter The Transition advisor Group is such a very knowledgeable professional service ....Im more than please to have the transition Advisor group give me not only great advice ,but to help me step by step put my retirement plan in motion
TheJojj Very simple this year with being able to complete everything online at home. Agent Pamela was very friendly and helpful, answering any questions I had and giving very helpful recommendations. Also getting all documents uploaded was easy. Really enjoyed how convenient it was this year.
