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Featured Client in November 2022 is Grodin Financial and Insurance Services!

Every month, 360 WEB DESIGNS features one of our clients. This month our featured client in November 2022 is Grodin Financial and Insurance Services! We show their website on our homepage and post the news on our blog and social media accounts. We like to help our clients grow their businesses. The text below is taken from the “Our Story” page on their website to get a better idea of who they are. Feel free to share on your Social Media!Older adults cheering over dinner

Our Story

BIG ENOUGH TO HELP YOU GROW.
SMALL ENOUGH TO CARE.

Grodin Financial and Insurance Services is a family-owned financial planning practice. Adults studying financesFounded by Mary Grodin in 1986, we specialize in fee-based financial planning, insurance, and investment planning for individuals, families, and businesses. We work with clients in more than 30 states and have physical offices in San Leandro, CA with satellite offices throughout Northern California.

WHY US?

WHEN IT COMES TO PLANNING, WE COMPETE WITH THE BEST.

There are other financial service firms out there. Are we any different? We think so. The difference is not in the products we offer.
So what makes us different?

We believe we are different because we:

  • Listen to you
  • Use a team approach
  • Put your interests first
  • Respond to your questions and concerns in a timely manner
  • Provide service, service, and more service

Grodin Financial and Insurance Services offers:

  • Financial Planning
  • Retirement Planning
  • Investment Planning
  • Insurance Planning
  • Education Planning
  • Business Planning

“We at GFIS hold ourselves to the highest ethical standards. We don’t hold these standards because we are forced to, but because we require it of ourselves. Clients who trust us with their confidence deserve nothing less.” —MARY GRODIN, FOUNDER

Contact Us

Give us a call at (925) 989 7737
or click the button below to fill out our form.
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