Is grossmanfinancial.com Legit? 100/100 Trust Score

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Grossman Financial Management is a registered investment advisor that provides independent financial planning and asset management services on a fee-only basis and in a fiduciary capacity. The company is located in Benicia, California, and has been in operation since 1997, serving approximately 100 families. The website emphasizes the importance of comprehensive financial planning, which involves formulating, implementing, and monitoring financial decisions to help individuals and families achieve their financial goals. Grossman Financial Management states that their primary mission is to facilitate this process for their clients. The company's approach to financial success is based on the belief that comprehensive financial planning significantly increases the probability of clients achieving their financial goals. They focus on establishing realistic financial goals and prudently managing financial affairs to meet those objectives. Grossman Financial Management follows the standards of the Certified Financial Planner Board of Standards, which is the national licensing body for certified financial planners. This adherence to professional standards is intended to ensure high-quality financial planning services for their clients. The website provides an overview of the company's services, including investment management, their philosophy of financial planning, resources such as links to useful websites, information about the team, commentary on the economy and markets, and the reasons for choosing an investment fiduciary. Contact information, including the company's email address and physical address in Benicia, California, is also provided for individuals who wish to get in touch with Grossman Financial Management. Overall, the website presents the company as a reputable and established financial advisory firm with a focus on comprehensive financial planning and fiduciary responsibility. The emphasis on professional standards and the long history of operation since 1997 contribute to a sense of reliability and trustworthiness."

• Reputable and established financial advisory firm, Focus on comprehensive financial planning, Emphasis on fiduciary responsibility, Adherence to professional standards set by the Certified Financial Planner Board of Standards, Long history of operation since 1997, Contact information provided for easy communication