Granite Financial
At Granite Financial, we enjoy building close relationships with each of our clients, listening to your life stories, and relating to you on a deeper, more personal level. We strive to understand your concerns, and provide the caring support and educational guidance you need to feel confident about your financial future. We believe the best financial planners create lasting relationships. With a combined experience of more than 50 years in the financial services industry we stand by our clients, acting as partners and financial advocates, helping you to review and adjust your investment portfolio as needed. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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Verified contacts
7
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
53
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- KR
Kristin Rohde
Director of First Impressions · Operations
EmailPhone - PH
Pat Hinds
Cfp, Personal Financial Planner Owner · Other
EmailPhone
Showing 2 of 7 verified contacts
Top roles at Granite Financial
6 distinct titles indexed · top 6 shown.
- 1administrative assistant
- 1cfp, personal financial planner owner
- 1director of first impressions
- 1financial paraplanner
- 1insurance specialist
- 1retirement income certified professional behavioral financial advisortm owner
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