Grover Financial Group - Modesto, California

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For individuals and families seeking comprehensive financial planning and expert financial consulting services, Grover Financial Group presents a dedicated resource. Located at 1700 Standiford Ave Ste 230, Modesto, CA 95350, United States, and reachable at 2098469790, Grover Financial Group provides personalized strategies to achieve long-term financial goals. Their website, groverfinancialgroup.com, serves as a central hub for accessing information and scheduling consultations.

About Grover Financial Group

Grover Financial Group operates as a registered investment advisor, specializing in a wide range of financial planning services. They cater to clients with diverse needs, encompassing retirement planning, investment management, education funding, estate planning, and insurance strategies. The firm’s approach centers on building strong, trusting relationships with clients, taking the time to understand their unique circumstances and objectives. They pride themselves on offering tailored solutions that align with each client’s individual financial situation and risk tolerance. The team at Grover Financial Group consistently emphasizes proactive management and ongoing communication, ensuring clients stay informed and confident in their financial journey.

Key Features and Services

• Comprehensive Financial Planning: Grover Financial Group offers a holistic approach to financial planning, addressing all facets of a client’s financial life.
• Investment Management: They provide professional investment management services designed to help clients grow and preserve their wealth. This includes portfolio construction, asset allocation, and ongoing monitoring.
• Retirement Planning: A dedicated team assists clients in developing strategies to secure a comfortable retirement, considering factors like savings, Social Security, and tax implications.
• Education Funding: They help families plan and save for the costs associated with higher education, exploring options such as 529 plans and other investment vehicles.
• Estate Planning: Grover Financial Group works with clients to create estate plans that ensure their assets are distributed according to their wishes and minimize potential tax liabilities.
• Insurance Planning: They assess clients’ insurance needs and recommend appropriate coverage to protect their assets and loved ones.

Accessibility and Amenities

Grover Financial Group demonstrates a commitment to inclusivity and accessibility. The office is equipped with a wheelchair-accessible car park and a wheelchair-accessible entrance, ensuring that individuals with mobility challenges can easily access the facility. Furthermore, a wheelchair-accessible toilet is available on-site. Appointments are recommended to allow for dedicated time and personalized attention. Clients can easily schedule appointments by calling the firm at 2098469790 or through their website: groverfinancialgroup.com.

Current Status and Reviews

Currently, Grover Financial Group has 0 reviews on Google My Business, indicating a limited public feedback record. The average opinion is 0/5, suggesting a need for the firm to actively solicit and respond to client testimonials to build a stronger online reputation. Despite the lack of reviews, the firm’s dedication to client service and its accessibility features highlight its commitment to providing a positive experience.

Contact Information

Address: 1700 Standiford Ave Ste 230, Modesto, CA 95350, United States
Phone: 2098469790
Website: groverfinancialgroup.com

In conclusion, Grover Financial Group represents a viable option for individuals and families seeking professional financial advice and investment management. While further client feedback is needed to fully assess their service quality, their commitment to accessibility and personalized service provides a solid foundation for building a lasting financial partnership.

",
"summary": "Grover Financial Group is a financial planning and consulting firm located in Modesto, California, offering personalized strategies for retirement, investments, and estate planning, with a focus on client accessibility.",
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