Jason Grover, AIF®
Founder, Financial Planning Specialist
Jason Grover began his career as a Financial Advisor at a large brokerage firm in 2007, where he was part of a team that provided sophisticated investment management advice for individual investors and their families. In 2015, after years of working for a local bank he founded Grover Financial Services where he enjoys being able to work closely with his clients and help them pursue their goals.
Jason is a Financial Planning Specialist and specializes in goal-based retirement planning. He is also an Accredited Investment Fiduciary (AIF®) and maintains a Series 7, 63 registrations with LPL Financial and Life Insurance & Annuity Licenses.
Prior to becoming a Financial Advisor, Jason served in the United States Navy earning numerous awards and citations including three Navy/Marine Corps Achievement Medals, two of which were in support of Operation Iraqi Freedom.
In his spare time, he enjoys playing drums, hockey and going skiing with his two boys, Devin and Dylan. He lives in Canandaigua with his family and has been married to his wife Karey for over 15 years.