Granville Group Insurance & Financial

Granville Group Insurance & Financial

Independent, Comprehensive Financial Planning

 

» Independent Advice

Being independent allows us to put our client’s interest first by providing unbiased advice and the freedom to deal with numerous companies. We do not sell any proprietary products of our own and are not influenced by any suppliers. We have the freedom and ability to deal with all major investment and insurance companies and take a Comprehensive Planning approach to ensure all of our client’s goals are met.

» Comprehensive Financial Planning

Through discussion and analysis of both personal and financial data, we'll help you identify your financial concerns, goals and objectives. In addition to relying our own experience, we utilize direct relationships with other professional advisors including lawyers, accountants and tax & estate specialists to build a comprehensive plan.

 

Services We Offer


Investing & Portfolio Management

We create diversified investment portfolios to meet your needs and goals.


Education Savings Plans

Strategic planning to help you meet your education savings goal.


Insurance, Tax & Estate Planning

We can help you minimize your risk with comprehensive planning.


RETIREMENT PLANNING

We can help you achieve a comfortable and worry-free retirement.


Business Owners & Professionals

We specialize in the unique needs of business owners & professionals.


Severance Consulting

We provide financial advice to employees that are receiving severance packages.


 
 

Over 25 Years of Experience.


 
 
 
 

 
 
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President & Senior Advisor

Paul M. Lewis

CERTIFIED FINANCIAL PLANNER® professional