Grodin Financial Services

Financial Planners, Financial Planning Consultants, Financial Services

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Tomorrow: 9:00 am - 5:00 pm

39 Years

in Business

Accredited

Business

(510) 357-3715Call Visit WebsiteVisit Website Map & DirectionsDirections14515 Catalina StSan Leandro, CA 94577 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near San Leandro with Financial Planners

San Lorenzo (4 miles)
Cherryland (6 miles)
Castro Valley (8 miles)
Hayward (8 miles)
Alameda (10 miles)
Union City (13 miles)

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Email

BBB Rating

Payment method

cash

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AKA

Grodin Financial Svc

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http://grodinfinancial.com

https://grodinfinancial.com

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Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services

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Details

Phone: (510) 357-3715

Address: 14515 Catalina St, San Leandro, CA 94577

Website: http://grodinfinancial.com

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Grodin Financial Services

Tax Planning
Estate Taxes
Tax Services
Roth IRA
Income Tax

Investment Management
Grodin Financial and Insurance Services provides professional financial planning covering the spectrum of our clients’ needs. We create comprehensive financial strategies from investment planning to educational planning to insurance strategies. As financial advisors, we are here for our clients’ celebrations and challenges.

Accounting Services

Financial Planning
GFIS has a five-part process: We start with a complimentary consultation, followed by a tailored financial planning proposal outlining any fees associated with our working relationship. If a financial plan is agreed upon, using sophisticated financial planning software, your financial advisor will develop a personalized holistic plan. Finally, we will present tailored recommendations which result in the implementation of the plan. We do both a six-month check-in and a 12-month review where we can recalibrate as needed based on the market and any changes in your financial situation.
Retirement Planning
Retirement planning can seem overwhelming, but it doesn’t have to be. When you stick to your savings goals, create a budget that takes your anticipated lifestyle into account, and manage your finances throughout your lifetime, you are well on your way to preparing for the retirement you envision.
Long Term Care
Long Term Care Insurance – in conjunction with whole life insurance and also stand-alone policies from different companies
College Funding
Is a 529 plan the right vehicle to save for college? There are pros and cons to these plans and talking to an advisor can help determine whether they are right for you. Did you know the plans are generally invested in the stock market? That can be both good and bad depending on the timing of accessing the funds to pay for college. There are also tax consequences when the money is not used as intended.

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