G & R FINANCIAL SOLUTIONS LLC

Overview

G & R Financial Solutions LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individual and family clients and provides financial planning and portfolio management services that also extend to small-business owners. Its billing approach is flexible: it charges a percentage of assets under management and can also use hourly or fixed fees for some engagements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Its regulatory filing indicates an industry connection to an insurance company, which aligns with the use of insurance products in client strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives