Grand Life Financial

Financial Services • 350 Springfield Ave, Suite 200G, United States • 1-10 Employees

Company overview

Headquarters	350 Springfield Ave, Suite 200G, Summit, New Jersey 07901, US
Phone number	+19732649044
Website	grandlf.com
NAICS	52
Keywords	Financial Advisor, Tax Planning, Investment Planning, Wealth Management, Retirement Planning, Financial Planner, Estate Planning, Cash Flow Planning, Business Owner Planning, Philanthropic Planning, Risk & Insurance Planning, Advance Care & Long-Term Care Planning, Stock Options & Executive Compensation
Founded	2022
Employees	1-10
Socials

Key Contact at Grand Life Financial

John Foligno

Founder, Certified Money Coach and Financial Planner

About Grand Life Financial

Grand Life Financial provides tax-efficient fiduciary financial planning, wealth management and investing for business owners and professionals. While many fee-only financial advisors are registered investment advisors and fiduciaries, it is possible for a firm to be one and not the other. At Grand Life Financial, we are both fee-only and fiduciaries. As a fiduciary, we are legally bound to act at all times for the sole benefit and interest of our clients. This is the highest standard of loyalty, trust and care under the law. WE ARE INDEPENDENT We answer only to our clients. We offer our clients a relationship uncorrupted by affiliations with big banks or other financial institutions. HOW WE ARE COMPENSATED We are compensated by providing advice only. As fiduciaries, we do not receive any commissions and there are no hidden fees. We believe advisor compensation should be transparent and straightforward.

Grand Life Financial revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Grand Life Financial has never raised funding before.

Frequently asked questions

Grand Life Financial is located in 350 Springfield Ave, Suite 200G, US.

You can reach Grand Life Financial at +19732649044.

Grand Life Financial was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

Grand Life Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Grand Life Financial

John Foligno

Founder, Certified Money Coach and Financial Planner

4.8

40,000 users