Carl Grande- Grand Capital Management

Carl is the best in the business! He is attentive to my phone calls and emails. He's very knowledgeable and he's a forward thinker. Additionally, he's genuine, experienced, charismatic and will elaborate if confusion arises. He makes sure everyone is on the same page before taking any action. I highly recommend him.

This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regard to this review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.

I cannot express enough how fortunate I am to have Carl as my financial advisor/guru. His commitment to my family's financial success and security has brought us an invaluable peace of mind.

From the very beginning, Carl has shown an incredible level of dedication to our financial well-being. He takes the time to thoroughly understand our unique financial situation and long-term goals and he consistently goes above and beyond to ensure that we're on the right path to achieving them.

One of the most remarkable qualities of Carl is his unwavering commitment to his clients. His expertise and guidance have been instrumental in making informed decisions about our investments, retirement planning, and estate management.

What truly sets Carl apart is his character. He is a stand-up guy with a fantastic personality that makes every interaction enjoyable and informative. Trustworthiness is paramount when it comes to dealing with personal finances, and Carl embodies this quality wholeheartedly. I have complete confidence in his ability to manage our finances and that confidence has grown with each successful milestone we've achieved under his guidance.

In summary, Carl is more than a financial advisor; he is a partner, a mentor, and a friend. With his guidance, my family and I have been able to plan out our financial future and make informed decisions that will benefit us for years to come. I couldn't recommend him highly enough. If you're looking for a financial advisor who combines expertise, commitment, and trustworthiness, look no further than Carl.

This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.

I have loved working with Carl and his team. I’ve seriously started at the bottom - having no idea how to work with the money I was making… Since then Carl had provided me with so much information and help towards my goals. Can’t wait to see what the future holds while working with his team. I am 100% satisfied and can not recommend his company enough.

This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.

Originally came to Carl for advice on finances and was so pleased with the professionalism and knowledge he had that I became what's now lifetime client of his. He helped me understand how to properly prepare for my future and what steps to take to secure that goal. If you're looking for a financial advisor who you know will truly have your back and always have your best interest at heart then he's your guy! One of the best decisions I've ever made to ensure a lifetime of stability and happiness.

This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communi
cated or agreed to in exchange for review.

Excellent service an knowledge! Very organized an super kind to his clients. Not just about the money for him, its about making sure the client understands an also makes sure to get on a personal level! 10/10!

Carl is very attentive. It's like he's always thinking of ways to enhance your investments. I've never had anyone give so much thought and attention to my benefit. He works at it. He stays in touch. Good guy too.
My Wife and I recently retired. What a comprehensive service he provided. He's got a great network of people and services that made everything easy and smart. Great service.
If you're getting close to retiring, or already retired, call Carl. What a relief to have everything organized and working.

This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.

Carl Grande has given me the best sevice.service.he has always been available to me, even on weekends. I am very satisfied with everything. Great guy all around, and I would recommend him to anybody.

Carl had been working with my parents for a few years before I engaged with Grand Capital Management. He is a very enthusiastic and passionate individual, who devotes himself to helping organize a plan for the future. He has helped direct me to a path of comfort and confidence in days to come. Carl and his team were able to provide all the resources and guidance for my new family to purchase our first home. I wouldn’t have known where to start without Carl and his skill set. Thank you for all you have done for us and thank you to all the good people who work along side you.

This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communi
cated or agreed to in exchange for review.

Carl has been so kind and welcoming to me. He has a lot of information to share and does so on a digestible level, allowing for the client to understand what he does for them and how he can help them. He’s super friendly, funny, and a great person to have on your side.

This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.

Carl has been helping manage my accounts for many years. He doesn't just manage the accounts, he also teaches others how to be more financially literate and find more wealth. The platforms that he uses are great for teaching like he does, but also for you to be able to play with numbers and see what you need to do to reach your goals. Carl works in your best interest and he uses programs that allow you, and him, to understand your financial goals to help you achieve them. The company I work for uses a large nationwide corporation to handle similar types of financial help for employees, their demonstrations and teachings fall way short of what Carl has taught me. Carl will exceed at any financial need you have and his programs will give you all the access to reach your financial goals.
This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.

Carl is amazing! He truly takes his time to get to know you and your partner in order to establish a plan that will work for you. My husband and I felt from the start that he listened to our goals and future plans and we can’t think him enough for helping us achieve those goals. We can’t wait to continue working with him and see how our future unfolds. Thanks to Carl, we feel secure and excited for our future.

Carl has been my financial planner for over 3 years. He is very good at following up and making sure we are making the best decisions to prepare for full retirement! I have recommended him to several of my friends and family they are all pleased with his services. I highly recommend him! This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.

Carl is very knowledgeable, extremely responsive and personable. This is the kind of one and one care and attention you would want when dealing with important financial and life decisions rather than dealing with large scripted corporations. Highly recommend to help get your life in the right direction.

Carl Grande and Grand Capital Management has been an absolute game changer for our family. Carl is attentive, supportive, knowledgeable, and great at building relationships.

Instead of telling us what to do, Carl has helped us build OUR dream plan. This has changed everything because now financial management has transformed from a stressor and a chore to something that we wake up excited about every morning!

Carl is approachable, personable, and really intentional to meet our needs in a custom and flexible way. We are so grateful for Carl!

This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.

It's been great working with Carl. I find he has a very sensible approach. His communication is great. He has earned my trust.

Carl is so intentional with our meetings. He takes the time to go through all the gritty details of the programs being used, goals of the team, and our involvement in our future. I know that he genuinely wants us to have a successful and meaningful life that is not burdened by financial limitations. He is so clear with his communication and also very flexible, which has been super helpful for us. I feel like we gained a friend through the process too!

This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.

Very helpful, takes the time to keep me informed on ways to help me save and make more money. Is always available whenever I need to talk.