Grandview Square Financial

We Help You Create Financial Security the Right Way. "Let's Make a PLAN!"

At Grandview Square Financial, we are a team that represents wisdom, ethics, discipline, and academic excellence. Our advisors collaborate and adhere to strict planning practices designed to deliver a needs-based, client-centric experience.

We are the calm in the storm for our clients and provide guidance and coaching for all aspects of our clients’ financial lives.

Our mission is to help our clients create financial security by becoming more deliberate and intentional in their financial planning, aligning their resources with their highest-held values through coaching, discipline, and sound advice.

Producers

Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.