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Wealth Management Services

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Wealth Management Services

Wealth Management Specialists

WEALTH MANAGEMENT SPECIALISTS
Global Retirement Partners (GRP) is one of the nation's leading groups of retirement plan specialists, striving to provide premiere services to leading Wealth Management Specialists across the country. Retirement Plan Advisors are the trusted resource to plan sponsors, company executives and plan participants. They are the trusted financial resource and looked to for guidance not only within the group retirement plans. For this reason, the Wealth Management division within GRP is the fastest growing area of the firm. The need for financial advice, planning and education is tremendous within our national group. The systems and technology we have built allow our advisors to efficiently and cost effectively service those individual clients.

Below are just some of the Resources GRP Wealth Management Focused Affiliates have
access to:

 

  • Top Level Transition Support
  • Advisor Training
  • Marketing & Branding Support
  • Investment Research Team Access
  • Model Portfolios
  • Asset Based Pricing
  • Financial Wellness Plans
  • Financial Planning Technology
  • Multi-Custodial Relationships
  • TAMP Access
  • Lead Generation

GRP Financial | © 2019 All Rights Reserved
 

4340 Redwood Highway, Suite B-60
San Rafael, California 94903

 

lien.tran@grpfinancial.com

(415) 526-2750

(415) 526-2763

   

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GRP Advisors are registered representatives with, and securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. GRP Financial, Global Retirement Partners, LLC, and LPL Financial are separate non-affiliated entities.

The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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