We opened our doors in 1987 and have been helping families invest in the future for over 30 years. Our focus is twofold: first and foremost, we are fiduciaries. We stand against any violation of laws, values and ethics. Second, we treat our clients as part of our family, putting their needs before our own. We strive to exceed client’s expectations – because we have high expectations of ourselves. Securities offered through Grove Point Investments, LLC., member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC. & Grove Point Advisors, LLC. are subsidiaries of Grove Point Financial, LLC. Medallion Financial Group is not affiliated with Grove Point Financial, LLC. or its subsidiaries. https://www.finra.org https://www.sipc.org
