G Financial Group was formed when Gerald Grant, Jr. convinced his son, Gerald Grant III, to join his already established financial services practice of over 25 years. The two realized that Gerald, Jr.’s numerous years of experience and knowledge and Gerald III’s fresh perspective and innovation would be a complementary offering to help bridge the gap between multiple generations. Together, with the help of their team, this dynamic duo is transforming the lives of their clients and helping them build wealth to last for generations to come.
The G Financial Group currently serves a wide range of clients from very affluent individuals to everyday working Americans, helping them achieve their financial goals and financial freedom.
As Gerald, Jr. often says, “This is our financial ministry and we believe in giving people hope, regardless of their current financial situation.”
Whether it is retirement planning, college funding, estate planning strategies, wealth management or risk management, the group helps ensure all of their clients have a sound plan in place.
The G Financial Group prides itself on comprehensive planning and education, taking complex financial matters and helping their clients develop a level of understanding to gain confidence. Understanding that most individuals are looking for someone they can trust with their financial future, the G Financial Group positions themselves to be that trusted resource for their clients.
The G Financial Group believes in the saying, “Today is the first day of the rest of your life.” We can’t change the past, however we can craft a plan designed to shape a better future.
MISSION
To help individuals achieve financial freedom by providing education, comprehensive planning and exceptional service.
VISION
To help our clients build wealth that will last for generations.
VALUES
- Our clients come first.
- Integrity is our identity.
- Our best work is our only work.
- Legacy is our purpose.
- Together we can do more.