Who We Are

Who We Are

Grillo & Associates is an independent financial services firm dedicated to providing education and guidance to business owners and individual investors and empowering them to reach their financial goals. Our staff brings over 60 years of knowledge and experience to the practice of financial planning, risk management and insurance. We are truly independent and objective in the advice we give and the products and services we recommend. We are able to utilize any number of investment firms and insurance companies to meet your needs and objectives.

As a firm we are dedicated to meeting the financial needs of your family and business. Our approach is comprehensive and highly personalized. We assist our clients in defining their planning objectives and design custom solutions to help them achieve financial security and preserve wealth. We provide objective, independent, and unbiased financial advice to help simplify life.

While we are independent, we are not alone. We are aligned with one of the most respected independent broker-dealers in the industry, Cambridge Investment Research, Inc., and share their core values – integrity, commitment, flexibility, and kindness. We pride ourselves on incorporating these values into each and every one of our client relationships.