General Info

Located in Birmingham, Ala., GrandView Wealth Management provides a range of financial strategy and investment management services. The company offers a range of services, such as advanced financial planning, estate, gift, trust, and charitable planning, tax strategy, retirement planning and investment counseling. It provides prudent recommendations on money market funds, certificates of deposit, fixed and variable annuities, real estate investment trusts (REITS), bonds and mutual funds. The company's clients list includes accounting firms, attorneys, estate professionals and insurance advisors.