Grealish Investment Counseling, located in San Mateo, CA, offers personalized investment advisory services with a focus on partnership and collaboration. With a commitment to providing impartial and objective advice, Kent Grealish, CFP AIF, works closely with clients to design customized retirement and investment plans tailored to their individual goals and financial responsibilities.
Specializing in fee-only hourly rate services, Grealish Investment Counseling emphasizes a logical decision-making process and common-sense rules to help clients achieve their investment objectives. From second opinions on strategy, risk, and expenses to guidance for trustees and guardians, the firm prioritizes competent investment advice at a fair price, ensuring clients have access to expert guidance for their financial future.
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