General Info

Virtuous Financial Group, LLC. was established to offer a space where finances are discussed in a relaxing environment over a cup of coffee or tea with the goal of discovering areas of strengths and weaknesses and offering actionable solutions. With the vision of helping individuals achieve their financial objectives, Virtuous Financial Group, provides a quick and concise approach to financial organization. Individuals and businesses benefit from Virtuous Financial Groups financial planning services through an easy three-step process: 1) CONSULT, 2) DELIVER, 3) IMPLEMENT. Grenata is a confidant who utilizes her financial expertise to guide individuals and businesses to four desired outcomes: DELETE ~ RETIRE ~ INHERIT ~ PROTECT. By assessing needs without judgment, Grenata meets her clients where they are, providing focus and creating easy-to-understand action plans. Virtuous Financial Group, LLC. is a fee-based investment advisor firm meaning you may be charged a fee or a commission can be paid for insurance products that you purchase.