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Grodman Financial Group, Llc
Bedford, New Hampshire
5.0
6 Reviews
Grodman Financial Group, LLC is a highly esteemed investment advisory firm located in Bedford, NH. With over 20 years of experience in the industry, they have built a reputation for their exceptional financial expertise and personalized client service. Currently, the firm serves a diverse portfolio of over 50 individual clients, managing a total of $5,816,000 in assets.
As a small yet dynamic company, Grodman Financial Group, LLC is dedicated to providing comprehensive investment solutions tailored to the unique needs and goals of their clients. Over 80% of their assets under management consist of employer 401K plans and individ...see more
Assets Under Mgmt
$5.82M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
Reviews for Grodman Financial Group, Llc
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