Business Details
About
Finance CompanyInvestment ServiceFinancial PlannerFinancial Planning
Griffin Planning is a comprehensive wealth management firm. Our advisors offer investment advisory services, wealth management, estate planning, and tax planning. We build client relationships based on trust, objective professional advice, and personal service.Whether its for wealth accumulation or estate preservation we coordinate with tax, legal, and insurance professionals to help pursue our clients goals. We follow a disciplined approach to balance risk and return specific to each client, and believe that educating clients enables them to make informed decisions for their needs.
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Hours
Frequently Asked Questions About Griffin Planning
What services does Griffin Planning offer?
Griffin Planning offers investment advisory services, wealth management, estate planning, and tax planning.
Where is Griffin Planning located?
Griffin Planning is located at 6303 Waterford District Drive, Miami, FL 33126, US.
What are the business hours of Griffin Planning?
Griffin Planning is open Monday to Friday from 9:00 AM to 6:00 PM and closed on weekends.
How can I contact Griffin Planning?
You can contact Griffin Planning by phone at +1 305-264-9988 or by email at jholian@griffinplanning.com.
What payment options does Griffin Planning accept?
Griffin Planning accepts American Express, Apple Pay, Cash, Check, Financing, and MasterCard.
Does Griffin Planning coordinate with other professionals?
Yes, Griffin Planning coordinates with tax, legal, and insurance professionals to help pursue clients' goals.
Can you recommend any nearby estate planning attorneys for legal advice?
There are several estate planning attorneys near Griffin Planning, including 'Estate Planning Attorney' offices and 'Jorge De La Mar Esq.'. They can provide legal services related to wills, trusts, and probate.
Are there any nearby travel-related services if I need assistance with visas or car rentals?
Yes, nearby travel-related services include Travel Visa Pro Miami for passport and visa assistance and GP Luxury Car Rental Miami for car rentals.
What nearby businesses could help me with real estate or mortgage services?
Nearby businesses include Nova Realty Group, Inc. and ProsperRealty Group LLC for real estate services, and SF Partners Mortgage and Primary Residential Mortgage, Inc. for mortgage and financial services.
Are there any nearby places to eat or relax before or after visiting Griffin Planning?
Florida Wholesale Market LLC is a nearby Caribbean restaurant and bar where you can enjoy a meal or relax before or after your visit.