Reviews of Griffith & Associates Financial & Estate Planning Services Ltd. (Financial Consultant)

Tibor Kaldor

I was recently introduced to Blake Griffith & Associates. Blake and his team developed a thorough financial forecast that aligns my assets, financial resources and personal lifestyle. In this context, I can’t resist the catchy and productive phrase on the company’s website “optimize your future”. Based on my current insurance policies and my detailed financial information (that I worked hard to provide), Blake prepared a thorough analysis and long-term forecast of my assets that revealed some surprising insights. Blake and his team of investment experts, life insurance and legal advisors are ready to provide solutions to anyone’s situation. Based on understanding my needs, he suggested financial ideas, which is why I sought his advice in the first place. And I experienced no “salesmanship” pressure regarding any investment product. During my visits, the office assistants were always courteous and generous with offers of refreshments. If you desire financial advice or a second opinion, I recommend a consultation with Blake Griffith.

Greg Stephenson

Blake and Griffith Team are incredible to work with!! Our entire family loves the fact that we never worry about our investments!! We look forward to every visit with Blake and his team to review our portfolio.

shirley newis

VERY WELCOMING--GOOD INFORMATION--BOTH BILL AND I ATTENDED THIS MEETING.

Claude R

The Griffith & Associates Team are truly Subject Matter Experts when it comes to Financial Planning & Services. Meticulous attention to detail and truly first-class services! I would VERY HIGHLY recommend them!

Brian Taylor

This team provides great advice, professional service and prompt attention to questions and requests for additional information.

Jamie Clark

I have worked with Blake Griffith & Associates for several years. When selecting a financial advisor my chief concerns were goal planning and ensuring that my needs were well understood. Blake and his team are excellent at helping me develop a financial plan that lines up with other aspects of my life. Their staff is always insightful and courteous: I’ve never experienced any “hard salesmanship” of any investment product at any time. As a result, I’m confident that my financial plan is truly tailored for my needs and my acceptable risk level.