GrandView Financial Group

(on two perimeter park south)
Financial and Investment Services in Birmingham, AL
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

Two Perimeter Park South
Birmingham, AL
35243

About

We believe that financial planning should be simple. Too often, individuals are afraid to get their investments in order because they don’t understand the process, their advisor is intimidating or they just have too much on their plate.

At Grandview Financial Group, we help provide clarity in our clients’ financial lives by being transparent, acting independently and working with them for the long-term. Our team consists of advisors who have years of experience and we use our knowledge to serve you and your family. We get to know you and your goals, get involved in your financial lives and are there to celebrate your successes and walk with you through the hardships.

Our clients want retirement and family planning while maintaining their lifestyle before and after their retirement date. Contact us today to get started.

Photos

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Services

  • Personal Finance
  • Estate Planning
  • Insurance Planning
  • College Education Planning
  • Investment Planning
  • Retirement Income Planning

Latest

Hi Friends, As news of COVID-19 continues to change, we feel it is important to address the steps that GrandView Financial Group is taking to ensure business continuity and that we remain a safe workplace for you and our team.... GRANDVIEWFINANCIALGROUP.COM Important Information for Clients
We are honored to work with such a great organization here in Birmingham! Thank you ACA for all you do! Alzheimer's of Central Alabama (ACA) September 29 at 6:21 PM · Join ACA in thanking our Corporate Partners for 2020. Today we feature Grandview Financial Group. Our mission is to help families and businesses pursue their dreams, work towards financial goals, and pass on true wealth: values, wisdom, work ethic and faith to the generations that follow. We believe that financial planning should be simple. Too often, individuals are afraid to get their investments in order because they don’t understand the process, their advisor is intimidating, or they just have too much on their plate. At GrandView Financial Group, we help provide clarity in our client’s’ financial lives by being transparent, acting independently and working with them for the long-term.
Our monthly birthday donation is going towards saving the Alabama and Lyric Theatres. We want to see these amazing landmarks survive to see the next generation! CHARITY.GOFUNDME.COM Save the Alabama and Lyric Theatres
For those of you that don't know me, I'm Adrienne. Just a young professional trying to survive being quarantined with a roommate and cat all while working full time. READ MORE GRANDVIEWFINANCIALGROUP.COM Volunteering During a Global Pandemic
Every October to celebrate Bob's birthday, GrandView collects socks for men staying at the Firehouse Shelter. This year Firehouse Ministries has requested underwear for the men. We are collecting boxer briefs in all sizes. To donate, you can use the Amazon List here and the purchases will be sent straight to GrandView! We appreciate your support! https://a.co/e4pWcQl
Can you believe it is already October? A lot has happened this summer at GrandView Financial Group and we are so happy for the fall. If you have not read the blog ‘GrandView’s Bingo Card’, pause and do that here. This... GRANDVIEWFINANCIALGROUP.COM Introducing ScheduleOnce
Be sure to check your email! Our Q3 Newsletter is jam-packed with exciting info!
Support our walk team Get Up and Go with GrandView Financial Group! Walking to Remember donors receive a short-sleeved shirt with a minimum $50 donation or a long-sleeved shirt for a minimum $75 donation. https://alzca.org/walk-team-progress/ Alzheimer's of Central Alabama (ACA) November 4 at 5:13 PM · The 2020 Move for Your Memories shirts have arrived! Hope to see you on Saturday.
Alisha Lane was a first-time voter today! We are so proud of our team getting out there! There's still plenty of time left to vote today!
Don't forget to go vote today! 👍
Thank you to everyone who helped us collect over 150 pairs of boxer briefs! We appreciate your help and support for Bob's birthday!
Looking for new recipes to try and a fun community to share with? We have the perfect group for you! Join GrandView Recipe Swap today! We are so excited to start this and hope you will find something new to cook! GrandView Recipe Swap
A second round of stimulus checks has been approved under the Consolidated Appropriations Act of 2021 (2021 CAA). Check the status of your check here: https://www.irs.gov/coronavirus/get-my-payment IRS.GOV Get My Payment | Internal Revenue Service
As of today, we are waiting on the emergency approval for the Moderna vaccine and it cannot come soon enough. For many GrandView clients, they will receive vaccines early 2021. Bob and Larry are looking forward to theirs. For the rest... GRANDVIEWFINANCIALGROUP.COM The Mask Routine
Who is the man behind the beard? Why did he grow it out all month long? The reason may surprise you...

Information

Company name
GrandView Financial Group
Category
Financial and Investment Services

FAQs

  • What is the phone number for GrandView Financial Group in Birmingham AL?
    You can reach them at: 205-262-1120. It’s best to call GrandView Financial Group during business hours.
  • What is the address for GrandView Financial Group on two perimeter park south in Birmingham?
    GrandView Financial Group is located at this address: Two Perimeter Park South Birmingham, AL 35243.
  • What are GrandView Financial Group(Birmingham, AL) store hours?
    GrandView Financial Group store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.