More Info

General Info
Virtuous Financial Group, LLC. was established to offer a space where finances are discussed in a relaxing environment over a cup of coffee or tea with the goal of discovering areas of strengths and weaknesses and offering actionable solutions. With the vision of helping individuals achieve their financial objectives, Virtuous Financial Group, provides a quick and concise approach to financial organization. Individuals and businesses benefit from Virtuous Financial Groups financial planning services through an easy three-step process: 1) CONSULT, 2) DELIVER, 3) IMPLEMENT. Grenata is a confidant who utilizes her financial expertise to guide individuals and businesses to four desired outcomes: DELETE ~ RETIRE ~ INHERIT ~ PROTECT. By assessing needs without judgment, Grenata meets her clients where they are, providing focus and creating easy-to-understand action plans. Virtuous Financial Group, LLC. is a fee-based investment advisor firm meaning you may be charged a fee or a commission can be paid for insurance products that you purchase.
Email
Categories

Reviews

Hi there!
Be the first to review!
What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

Details

Phone: (303) 704-5920

Address: Holly Springs, NC 27540

More Like This