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Welcome to Grover Financial Services

Welcome to Grover Financial Services

At Grover Financial Services, we understand that you’ve worked hard to build your wealth. Now you want to make sure that your wealth works hard for you.

Based in Pittsford, New York, the firm serves clients in the greater Rochester and Finger Lakes area, as well as throughout the country. Contact us today for a commitment-free consultation.

Meet Our Team

Worried about how COVID-19 and the market volatility might be affecting your portfolio? 

Check out our Blog above to stay informed with our latest news.

We Strive to Exceed Client Expectations 

Grover Financial Services is an independent financial services firm specializing in retirement planning and other goal-based planning approaches. We work closely with individuals, couples, and families as they prepare for some of life’s biggest transitions. The strategies that we develop help clients as they seek to create a steady and consistent income, preserve and grow savings and investments, determine appropriate insurance options, evaluate estate planning needs, and more. Our aim is to serve as our clients’ comprehensive retirement resource.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

What We Do
We Are Here For You

We Are Here For You

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

What We Believe
About Us

About Us

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are how we build the foundation of success.

Meet Jason Grover
Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer.

The same can be said about your retirement strategy.

Learn more

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."