about

                                  

biography missionstatement  references  clientrights  privacy

 

 


                                  

bio

navy pica   

Greg Griffingreg
President, Griffin Advisory Services
Investment Advisor Representative*
Ed Slott Master Elite IRA Advisor
Registered Financial Consultant

25+ years of EXPERIENCE

 

 

 

Greg has always been a very astute student. He graduated High School a semester early and still finished his B.S. degree from Southern Indiana University in 1980 in only 3 years. In 1982, He received his MPA in Management from Indiana University. He entered into military service and was received his wings of gold as a Naval Aviator in 1984. He left the military after 11 years of service, during which he was awarded the Navy Achievement Medal for exemplary performance.

Greg began his career in the insurance industry in 1993 as an agent with the Mutual of Omaha Insurance Company. In his second year there, he was promoted to District Sales Manager and managed the business of up to 15 agents. Greg moved to the Equitable as an Agent / Registered Representative (series 6 / 63) in 1998. After several years as a captive agent, Greg left to become an Independent Agent and eventually formed Griffin Advisory Services with his wife April in 2009.

Today, as an Investment Advisor Representative (series 65) and Insurance Agent, he has focused all his skills and knowledge to working primarily with the Senior market. He understands the big picture of retirement planning — from income planning and investment management to long-term legacy planning. He is also one of the small group of advisors who have attained the status as a Master Elite IRA Specialist mentored by Ed Slott, the Wall Street Journals Qualified Money / IRA Expert.

 

The INTEGRITY to tell it like it is

Greg is an Independent Advisor, not an affiliated broker. As a fiduciary, he is required to make recommendations that he believes are strictly in the best interest of his clients. He works only for you. He will not simply sell you a product; instead, he will devise a competent solution that will help meet your financial and retirement goals.

In fact, you might have heard about Greg through a CPA, an estate planning attorney or one of his educational workshops.

 

The KNOWLEDGE to plan for your vision

Greg can help you create a comprehensive retirement plan, including review of your IAR accounts. These plans can incorporate tax reduction, market investments and / or insurance strategies. All of them are individually tailored. He works with you to build an income plan personalized around you and your needs, rather than trying to fit you into a pre-conceived plan.

Why not retire with personal care and guidance with an advisor you can trust? Why retire with anything less? Don’t settle for the status quo. 

Do you have an exit strategy?

*Gregory Griffin offers Invesmtment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Griffin Advisory Services is not a registered advisor and is not an affiliate of Gradient Advisos, LLC. Insurance products and services offered through Gregory Griffin, independent agent. 

 



April Griffin*april
Licensed Insurance Agent
Co-Owner Griffin Advisory Services

8 years in the financial industry / Licensed insurance agent
3 years in hospital administration 
23 years in the mental health field

 

April has a diverse background in administration, mental health counseling and public relations which spans over 25 years. She is co-owner of Griffin Advisory Services since 2009. April is a licensed insurance agent and utilizes her talents in the day to day operations as office manager and insurance agent. Together, April and Greg have formed a balanced partnership which focuses heavily on consumer trust and satisfaction.

Some people just have a way of letting you know they care. The way they listen, the interest they take in your dreams and needs, or the patience and courtesy they convey — it tells you that you have met someone special, someone you can trust.

That’s the feeling Las Vegas retirees and pre-retirees get when they meet Greg and April Griffin.

When it comes to them, certain qualities stand out...their level of care... emphasis on safety...the way they take the mystery out of seemingly complex financial issues.

Their sole interest as financial professionals is to provide their clients with a financial peace of mind so they can enjoy a secure and prosperous retirement…A retirement filled with choices.

*April Griffin is not an Investment Advisor Representative and is not affiliated with Gradient Advisors, LLC

 


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On a Personal Note: After losing their spouses due to unrelated medical issues, Greg and April met in 2008 and married in 2009. At that time, they formed Griffin Advisory Services. Together, they have 6 grown children and 6grandchildren and are happy to call Las Vegas home.

 

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missions

 

Our Mission

To help our clients build, protect and preserve their standard of living

Our Passion

To show our clients how to safely increase their lifestyle today and ensure their income for life

Our Strategy

To minimize taxes, increase income and net worth while still leaving

a legacy to your heirs

Benefits for Our Clients

Perspective

Performance

Personal Service

The Planning Process

Getting to know you

Understanding your risk tolerance and goals

Implementing a customized strategy

Monitoring and revising the plan as needed

Keeping in touch

 

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ref

Gradient Investments, LLC

4105 Lexington Avenue North Suite 310

Arden Hills, MN 55126

Gradient Advisors, LLC.

4105 Lexington Ave N Suite 310

Arden Hills, MN 55166

National Ethics Association

12707 High Bluff St.San Diego, CA 92130

Toll Free: (800) 282-1831

www.ethicscheck.com 

Ed Slott, America’s IRA Experts

100 Merrick Road Ste 200E

Rockville Center, NY 11570

Toll Free: (800) 663-1340

www.irahelp.com

 

 

 

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client

 

  • Courteous Service

  • A trustworthy and competent financial advisor

  • Recommendations tailored to your needs

  • Full disclosure of costs and risks

  • Clear communications

  • Comprehensive statements

  • Prompt error and complaint resolution

  • Strict confidentiality

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priv 

Privacy Policy

Protecting your privacy is important to Griffin Advisory Services, LLC. We strive to keep your personal information confidential. By ensuring that you are aware of and understand the Griffin Advisory Services, LLC Customer Privacy Policy, we can provide you with better service. Please take a moment to read the following policy to learn how we handle your personal information.

Why we collect personal information

Griffin Advisory Services, LLC collects and uses your personal information to give you superior customer service, to provide you with convenient access to our financial services, and to make a wider range available to you. In addition, we use your personal information to keep you up to date on upcoming seminars, special events, and other information we think you'd like to hear about.

How we collect personal information

We collect information about you in several ways. For example, we might ask for your contact information when you correspond with us, call us to make a request service, or register to attend a seminar. When you register on the Griffin Advisory Services, LLC website, your personal information will not be used for any purpose, other than identifying you as a Griffin Advisory Services, LLC customer. When you ask to be included in an email mailing list, we collect and store the information you provide in a secure database.

How we protect your personal information

Griffin Advisory Services, LLC safeguards the security of the data you send us with physical, electronic, and managerial procedures. We urge you to take every precaution to protect your personal data when you are on the Internet. Change your passwords often, use a combination of letters and numbers, and make sure you use a secure browser.

Collecting other personal information

Like many websites, the Griffin Advisory Services, LLC website may use 'client' variables and/or cookies. When you first connect to our site, the client variables help us to track your browser session, browser type, and unique query data that may be required to pre-populate form templates. The client variables we use do not reveal any personal information about you to other users.

Our commitment to privacy

Griffin Advisory Services, LLC does not knowingly solicit personal information from children or send them requests for personal information.

When a Griffin Advisory Services, LLC website contains links to other sites. Griffin Advisory Services, LLC does not share your personal information with those websites and is not responsible for their privacy practices. We encourage you to learn about the privacy policies of those companies.

The Griffin Advisory Services, LLC Customer Privacy Policy is subject to change at any time. We encourage you to review the privacy policy regularly for any changes.

Griffin Advisory Services, LLC  © 2017  All rights reserved.

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