Grover Financial Services

Grover Financial Services Grover Financial Services offers custom tailored financial planning strategies to individuals and businesses. A registered investment advisor.

Securities and Advisory services offered through LPL Financial. Member FINRA & SIPC. www.finra.org www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.groverfinancialservices.com

Identity Theft Is Closer Than You Think Over the past two weeks alone, I've had three clients contact me after discoveri...
07/10/2026

Identity Theft Is Closer Than You Think Over the past two weeks alone, I've had three clients contact me after discovering they had become victims of identity theft. One found fraudulent charges on a credit card, another learned...

Halfway Through The Year...You don't need to wait until January to improve your finances.June is a perfect time to:✓ Inc...
06/29/2026

Halfway Through The Year...

You don't need to wait until January to improve your finances.

June is a perfect time to:

✓ Increase savings
✓ Revisit goals
✓ Update beneficiaries
✓ Review investments
✓ Eliminate financial clutter

The best time to make positive changes isn't next year.

It's now.

Like any investment, understanding what you own is often more important than chasing the lowest price tag.
06/25/2026

Like any investment, understanding what you own is often more important than chasing the lowest price tag.

06/22/2026

One Small Change Could Have A Big Impact...

If you increased your retirement contribution by just 1% today, would you even notice?

Your future retirement account probably would.

Many successful investors don't make dramatic changes.

They make small, consistent improvements over time.

ETFs have evolved significantly over the last decade. Understanding how they're used can help investors make more inform...
06/19/2026

ETFs have evolved significantly over the last decade. Understanding how they're used can help investors make more informed decisions about their portfolios.

Make sure to visit the Summer Market & Music Series July 25th and August 1st at Birdhouse Brewing Company.Make sure to s...
06/17/2026

Make sure to visit the Summer Market & Music Series July 25th and August 1st at Birdhouse Brewing Company.

Make sure to stop by the Grover Financial Services tent August 1st from 5-8PM!


The middle of the year is a great time to check in on your financial progress. Small adjustments today can help prevent ...
06/16/2026

The middle of the year is a great time to check in on your financial progress. Small adjustments today can help prevent bigger problems tomorrow.

Schedule a financial review.

Sometimes a second opinion is worth more than a second guess.

Understanding Recent Portfolio Changes and the Growing Role of ETFs In our recent client letter, we outlined several upd...
06/15/2026

Understanding Recent Portfolio Changes and the Growing Role of ETFs In our recent client letter, we outlined several updates made to our investment models as part of our ongoing portfolio management process. Those changes included...

06/15/2026

What's the most common mistake you see people making in their 50s?

For me, it's assuming retirement planning starts when retirement begins.

By the time someone retires, many of the biggest planning opportunities have already passed.

Tax planning.
Income planning.
Healthcare planning.
Social Security decisions.

A lot of those conversations should happen years earlier.

What would you add?

Address

1 Fishers Road, Suite 180
Pittsford, NY
14534

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