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Bob has a passion for making your money work hard for you. He takes profound joy in ironing out a plan for a long and comfortable retirement, no matter what your current income or level of wealth. With a work ethic second to none, he has a zeal for transforming uncertainty into stable ways for you to protect your future and your family. He knows that the quality of your life you enjoy today can remain as rewardingβor even betterβafter retirement.
When Bob isnβt working, he loves to fish, golf, and surround himself with an ever-growing family.
With a strong background in information technology, Carol is instrumental in building operational policies and strategies that keep the organization functioning smoothly.Β Β Carolβs organizational skills and her flexibility to jump from priority to priority along with her commitment to customer service makes her an essential part of the Grimard Financial team.Β Β When Carol is not working with the Grimard Financial Family, she is a very creative and accomplished photographer.
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Enter your name and email address below to receive our guide, βWhat is the SECURE Act and How Could It Affect Youβ, delivered directly to your inbox.
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Enter your name and email address below to receive our guide, βDonβt Let Your Investments Take You For a Rideβ, delivered directly to your inbox.
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Enter your name and email address below to receive our guide, βInsurance, Taxes, and Retirement Moneyβ, delivered directly to your inbox.
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