We believe our teamwork approach adds a broader perspective to all we do and provides increased resources to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
John R. Gritis, CPA
Jeffrey J. Gritis, CFP®
As part of a geographic expansion, in 2017 Steve joined Bentley Financial Group, Inc. Located in Arizona, Steve has been a financial advisor for over 20 years. Early in his career, Steve spent 12 years in the Treasury Management...