G & R Financial Solutions LLC

Overview

G & R Financial Solutions LLC is an independent, individually owned advisory firm organized as an LLC that focuses on personal wealth work for individuals and families. Its stated advisory services center on financial planning and portfolio management for individuals and small businesses. The firm bills clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It is not positioned as a capital allocator and does not identify as an active ESG investor, multi-state adviser, or pension consultant. The firm also lists an insurance company affiliation, which aligns with its use of annuity products.

Assets & Accounts

Public Holdings

Investments & Alternatives