Your Integrated Financial Services Partner
GrandView is an integrated group of financial services companies serving business owners—and high net-worth individuals—in and around Gwinnett County. Founded in 2008, GrandView Planning Group, providing tax- and accounting-related services, and GrandView Strategic Partners, providing investment advisory services, are comprised of specialists in their respective fields, working together to address clients’ financial challenges.
Meeting client needs ranging from business start-up to retirement, Suwanee-based GrandView has built its reputation of excellence by fostering the productive, collaborative environment needed to deliver services that help ensure long-term financial success.
GrandView Planning Group, LLC is not affiliated with Sterne Agee Financial Services, Inc. Sterne Agee Financial Services does not offer tax advice, audits and other services offered by certified public accountants located in this office. These services are provided as part of the CPA practice independent of Sterne Agee Financial Services, Inc.
GrandView Planning Group, LLC is not affiliated with Sterne Agee Group, Inc. or its affiliates