Let Us Guard Your Wealth.

General Info

Just as the griffon of mythology guarded gold and treasure, Griffon Financial Planning Inc. is here to help guard your money and financial future. We are a fee-only investment management and financial planning firm headquartered in Bend, OR, and serving Central Oregon. President Ann Laferriere, CFP, is a Certified Financial Planner. She and the rest of our team are passionate about helping people achieve their financial dreams. Committed to objectivity, Griffon Financial Planning Inc. does not receive commissions or sell products. We work solely for our clients. We offer: • Full-service investment management • Second opinions • Retirement planning and strategies • Comprehensive financial planning • One-time or ongoing advice • Periodic reviews and plan updates We design and recommend custom investment strategies to address our clients' individual needs and concerns. We can provide expert assistance regarding: • Retirement planning • College plans • Estate planning • Money management • Investment advice • 401(k) and 403(b) planning If you are considering investing or already are investing, we can advise you on common stock, bonds, variable annuities, traditional or Roth IRAs, mutual funds, asset allocation and more. Call Griffon Financial Planning Inc. today for a complimentary "get acquainted" meeting.

Hours

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Categories

Financial Planning Consultants, Investment Management

Services/Products

Fee-Based Financial PlanningEstate ManagementInvestment Advisory ServiceAsset ManagementGuardianshipsSecuritiesAnnuitiesInvestmentsMutual FundsMoney Market FundsStocks & Bonds

Payment Options

Neighborhood

Summit West

Other Link

http://www.griffonfinancial.com