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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

 

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Latest Blog Post

Kelly Morgan Accepts Invitation and Attends LPL Financial's Achieve Conference

November 08, 2023

Last Spring I was notified to Save the Date for LPL’s women’s conference – Achieve. I have to say, I was pumped. I attended the conference in 2019 as a NextGen invite but haven’t gotten the invite since. The...

GrandView Celebrates Second Annual Open House

June 06, 2023

Last month, GrandView enjoyed welcoming our wonderful clients and friends to our second annual open house. The open house was an opportunity to treat those who not only trust GrandView with their financial wellness but more importantly...

Jefferson County Special Senior Property Tax Exemption

April 18, 2023

In November 2022, Alabama voters passed a Constitutional Amendment, which allows homeowners in Jefferson County who are 65 or older to claim an additional Special Senior Property Tax Exemption. This is in addition to the currently...

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, DC, FL, GA, LA, MD, MI, MS, NC, NY, OH, SC, TN, TX, UT, VA, WA. 

Contact

GrandView Financial Group, LLC
Office: 205-262-1120
Fax: 205-262-1118

3168 Cahaba Heights Road
Birmingham, AL 35243

Series 7, 24, and 63 held through LPL Financial

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