About Grinnell Financial
family-owned insurance agency established in 2014.
We attribute our success to the friendly principled processes that we’ve designed to make sure you have the right plans, that work within your budget and to assist you in achieving your financial goals.
While many of our competitors have moved to a “cookie cutter” approach with life insurance, annuities and other financial products…
We start your experience by scheduling a heart-to-heart conversation with you, because, this is about you! This is a key step in understanding our clients’ needs and financial goals. We accomplish this by integrating the wealth assessment tools that we have developed.
We then go to work to design a strategy, a concise plan that couples an array of products to the needs of each individual client. Our personalized service approach simplifies the process of shopping around for the right fit. We do the shopping for you! We work with over 80 companies and carriers. This is why at Mike Grinnell Financial; we provide you a “hassle free” experience that gives peace of mind knowing you have made wise financial decisions for you
and your family.
Whether it’s preparing a child’s education fund and/ or a lifetime income legacy plan, to protecting your family and your assets in case something happens to you. We might even discuss taxable as well as “Tax Free” lifetime income streams during retirement. These are important decisions not to make without a guide anymore. We still believe that the best approach is to give each and every client a different kind of experience when it comes to talking about personal finance. We treat everyone with a
professional, yet casual interaction. This should not be something scary or embarrassing.
We work hard to earn your trust and provide the best service we have to offer. Mike Grinnell Financial provides both personal and business Partnership insurance offerings to clients all across our country including Puerto Rico. And very soon we will be Europe and Southeast
Wherever you are, we are perfectly situated to handle everything from family needs to your small business operations.