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What Our Clients Are Saying...

Neil Grossman has been our Financial Planner and Advisor for almost ten years, through our later working years and into retirement. He has managed our investments and provided valuable guidance on our mortgage, insurance, taxes and other financial decisions. He has seen us through the most difficult economic crisis in decades. We are pleased to say that despite the wild roller-coaster ride our economy has suffered, we are in as good a financial position as we were before the financial market collapse that began in 2008 — and that's saying a lot.

Because Neil is not a broker or sales rep. and has no financial interest in selling us a product or even concerned about the broker I choose, I am comfortable that we are getting unbiased and honest guidance.  From our very first planning meeting, he has listened very carefully to our financial concerns and conservative approach and has crafted a portfolio in keeping with our needs with only our best interests in mind.

I have and will continue to recommend him most highly to others.

— F.A.

I have known Neil for a number of years and have worked with him on a number of cases, including a couple of extremely difficult cases. His technical expertise is outstanding and he is able to make even the most complex issues understandable to his clients and other professionals. He has an outstanding sense of caring and desire to do right by his clients.  I enthusiastically recommend him to anyone looking for a financial planner.

— Marc Gelman, independent insurance broker and ING registered representative

I started working with Neil Grossman more than 10 years ago, shortly after my divorce. His steady guidance and calming influence helped me get through a very difficult period. When we started working together, I knew little about personal finance. He was always patient, encouraged me to ask questions and to start to take charge of my financial life. All these years later, I have no idea where I might be without him and can't imagine not having him as my trusted advisor.

— G.R.