Birmingham, AL (PRWEB) May 02, 2014
"When Trent and I joined forces, we knew we didn't want to settle for the average financial advisory practice," says Valerie. “Passion has always been our driving force. Knowledge and expertise is something we crave. Genuine concern and proactive service are of the utmost importance to us.” As the business duo looks back over the past decade of working together, they wanted to celebrate their identity and the things they felt set them apart. Trent and Valerie intend to continue their quest to deliver the highest quality services and products to their clients and they feel the new company name and look will reiterate their long-term commitment for helping people achieve their financial dreams.
About Grinkmeyer Leonard Financial
Grinkmeyer Leonard Financial is an industry leader for offering independent, customized service solutions for employers looking for full-service defined contribution and healthcare consulting services and individuals and families needing investment management and wealth management advice. As a boutiqe firm, they have been able to quickly adapt to changing economic, regulatory and legislative environments and have experienced significant growth over the past 10 years. They have been recognized twice as the Top 300 Most Influential Advisors in Defined Contribution* based on peer recognition and are consistently recognized as one of Birmingham’s largest firms in their industry**. They recently opened a second office in Santa Rosa Beach, Florida.
Disclosure: Trent Grinkmeyer, Valerie Leonard and Jamie Kertis are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Grinkmeyer Leonard Financial are separate and unrelated to Commonwealth. This communication is not intended to replace the advice of a qualified tax advisor or attorney. This informational e-mail is an advertisement and you may opt out of receiving future e-mails. If you wish to opt out of receiving future e-mails, please respond to this e-mail with “Opt Out” in the subject field. *Trent Grinkmeyer was recognized in December 2010 and December 2011 by 401kwire.com, 401(k) Exchange, Inc., and The Boston Research Group. **Rankings published by The Birmingham Business Journal (June 2013, May 2012, March 2012, May 2010, November 2008, November 2007). 1950 Stonegate Drive, Suite 275, Birmingham, AL 35242