Grand Financial Planning

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Description

Joy O’Donnell is dedicated to helping people create and preserve wealth. The key to her success is the personalized approach she takes to assisting clients with a full range of services including comprehensive financial planning, retirement planning, investment management, planned giving, estate and multi-generational planning. Her clients include professionals, high-net-worth individuals, small business owners and retirees.

Grand Financial Planning was founded in June 2005 by Joy O'Donnell with a vision to develop a firm of client-focused advisors who provide comprehensive financial planning services to all levels of clientele.

The purposes for which we collect, use and disclose your personal information are central to our being able to provide you with our services. Should you have objections to the collection and disclosure of your personal information, as listed in the foregoing, Grand Financial Planning will no longer be in a position to provide you with these services. Therefore, by maintaining your account with Grand Financial Planning we will consider that you have consented to our collecting, using and disclosing your personal information.

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