Carl Grande- Grand Capital Management

Carl has been working with us for about the last year. We were on the cusp of retirement and were looking for advice on adjusting our investments and assets to meet our retirement goals. The first time we sat down with Carl he listened intently to the things we wanted to do, analyzed our situation and came up with a plan that not only addressed our goals but gave us a vision for possibilities we had not thought of. He worked quickly to help us plug any gaps in our retirement readiness and we have been hap

After years of managing our own money, my wife and I realized that we finally needed some help. We found Carl online and the rest was history. Carl has helped us understand our financial goals with more clarity and we actually have a plan now to get to retirement in the a great financial position. He has also helped in other important aspects of our financial planning like getting the right type of insurances set up. With Carl on our team we can sleep better at night knowing that we have a dedicated perso

I cannot express enough how fortunate I am to have Carl as my financial advisor/guru. His commitment to my family's financial success and security has brought us an invaluable peace of mind. From the very beginning, Carl has shown an incredible level of dedication to our financial well-being. He takes the time to thoroughly understand our unique financial situation and long-term goals and he consistently goes above and beyond to ensure that we're on the right path to achieving them. One of the most remark

Carl is the best in the business!!! He is attentive to my phone calls and emails. He's very knowledgeable and he's a forward thinker. Additionally, he's genuine, experienced, charismatic and will elaborate if confusion arises. He makes sure everyone is on the same page before taking any action. I highly recommend him. This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regard to this review, and no formal compen

We have been working with Carl, our financial advisor over the past few years and he has helped us build and implement a financial plan and strategy to help meet our short term and long-term life goals. He is great at assessing your current financial situation and very knowledgeable in providing suggestions on cash management, insurance coverage, debt management and investment options. Carl is very passionate in his work and wants the best for his clients and is willing to go the extra mile. He is a great

I have loved working with Carl and his team. I've seriously started at the bottom - having no idea how to work with the money I was making? Since then Carl had provided me with so much information and help towards my goals. Can't wait to see what the future holds while working with his team. I am 100% satisfied and can not recommend his company enough. This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards

Carl had been working with my parents for a few years before I engaged with Grand Capital Management. He is a very enthusiastic and passionate individual, who devotes himself to helping organize a plan for the future. He has helped direct me to a path of comfort and confidence in days to come. Carl and his team were able to provide all the resources and guidance for my new family to purchase our first home. I wouldn't have known where to start without Carl and his skill set. Thank you for all you have done

Carl has been helping manage my accounts for many years. He doesn't just manage the accounts, he also teaches others how to be more financially literate and find more wealth. The platforms that he uses are great for teaching like he does, but also for you to be able to play with numbers and see what you need to do to reach your goals. Carl works in your best interest and he uses programs that allow you, and him, to understand your financial goals to help you achieve them. The company I work for uses a large

Carl has been my financial planner for over 3 years. He is very good at following up and making sure we are making the best decisions to prepare for full retirement! I have recommended him to several of my friends and family they are all pleased with his services. I highly recommend him! This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communi

Carl has been so kind and welcoming to me. He has a lot of information to share and does so on a digestible level, allowing for the client to understand what he does for them and how he can help them. He's super friendly, funny, and a great person to have on your side. This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in

Carl is very attentive. It's like he's always thinking of ways to enhance your investments. I've never had anyone give so much thought and attention to my benefit. He works at it. He stays in touch. Good guy too. My Wife and I recently retired. What a comprehensive service he provided. He's got a great network of people and services that made everything easy and smart. Great service. If you're getting close to retiring, or already retired, call Carl. What a relief to have everything organized and working.

Carl has been really great to work with. He's very knowledgeable and selfless with the way he does business and I can tell he really cares about the success of his clients. We have very transparent conversations about financial goals and I trust he will point me in the right direction to get there. He's an excellent communicator and goes far above and beyond what I've experienced with other financial advisors in the past.

Carl Grande and Grand Capital Management has been an absolute game changer for our family. Carl is attentive, supportive, knowledgeable, and great at building relationships. Instead of telling us what to do, Carl has helped us build OUR dream plan. This has changed everything because now financial management has transformed from a stressor and a chore to something that we wake up excited about every morning! Carl is approachable, personable, and really intentional to meet our needs in a custom and flexibl

The financial advisor, Carl, is amazing. He really makes us feel heard and wants to tailor our plan to our goals. The company with work with your level of need, so if you feel like you need to be contacted 2, 4, or however many times a year, it's up to you! This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange fo

Carl is amazing ! He truly takes his time to get to know you and your partner in order to establish a plan that will work for you. My husband and I felt from the start that he listened to our goals and future plans and we can't think him enough for helping us achieve those goals. We can't wait to continue working with him and see how our future unfolds. Thanks to Carl, we feel secure and excited for our future.

Carl is so intentional with our meetings. He takes the time to go through all the gritty details of the programs being used, goals of the team, and our involvement in our future. I know that he genuinely wants us to have a successful and meaningful life that is not burdened by financial limitations. He is so clear with his communication and also very flexible, which has been super helpful for us. I feel like we gained a friend through the process too!! This review was completed by a current client in which

I can't rave enough about Carl. My husband and I found him at a time we were extremely financially confused and getting ready to start our lives. Recently married and expecting a baby hoping to get our lives together. He jumped in right on time and has put so much time and effort into our family. Ensuring all questions are answered and going through everything step by step one item at a time. I can't express my gratitude to the help Carl has given us and the time spent. There hasn't been a time we have text

Originally came to Carl for advice on finances and was so pleased with the professionalism and knowledge he had that I became what's now lifetime client of his. He helped me understand how to properly prepare for my future and what steps to take to secure that goal. If you're looking for a financial advisor who you know will truly have your back and always have your best interest at heart then he's your guy! One of the best decisions I've ever made to ensure a lifetime of stability and happiness. This revi

Carl is very knowledgeable, extremely responsive and personable. This is the kind of one and one care and attention you would want when dealing with important financial and life decisions rather than dealing with large scripted corporations. Highly recommend to help get your life in the right direction.

It's been great working with Carl. I find he has a very sensible approach. His communication is great. He has earned my trust.

Carl Grande has given me the best sevice.service... he has always been available to me, even on weekends. I am very satisfied with everything. Great guy all around, and I would recommend him to anybody.

Excellent service an knowledge! Very organized an super kind to his clients. Not just about the money for him, its about making sure the client understands an also makes sure to get on a personal level! 10/10!

Very helpful, takes the time to keep me informed on ways to help me save and make more money. Is always available whenever I need to talk.