Dan became my financial advisor at just the right time. I was beginning to see the light at the end of the tunnel with retirement coming up within 15 years and I wasn't sure how financially ready I was or would be or how long I would have to keep working. We met several times and Dan always made the time to explain and ask questions to help guide my thinking toward retirement. He has always been honest and wants the best for his clients. He is currently working on ways to improve my position and keep me protected from being depleted by this ever changing market. If you want someone dependable, knowledgeable, and honest who will always help you find the best investments for you, choose Daniel Grote!
-Renee R.
This statement is a testimonial by a client of the financial professional as of 1/26/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Scott has been managing our investments for over 20 years. He is knowledgeable in numerous investment areas, including retirement - PERA, SSA, etc.
He helped to build my retirement portfolio and was invaluable in transferring assets after my husband passed away. My husband’s long-term illness required some complex financial safeguards and Scott navigated us into a comfortable position financially.
We have check-ins at least twice a year about my portfolio, but Scott is also always happy to pick up the phone to answer questions or send suggestions on his own.
- Kathryn K.
This statement is a testimonial by a client of the financial professional as of 01/04/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
At the end of 2018, I received a large check from a financial institution, and I was at a loss about what to do or what my options were in context. All I knew was that I wanted the money re-invested. I initially contacted Dan Grote, as well as two or three other financial advisors. Dan was the most timely in his response. Additionally, of all the financial advisors I talked to, Dan was the most skilled at breaking down complex ideas and turning them into simple explanations that were easy to make sense of. I think his ability to break down complex ideas is a testament to his extensive experience and high level of competence. Following my experience in this situation, I hired him as my financial advisor. We have been working together for about four years now, and the qualities that led me to hiring him in the first place have not changed since he acquired my business. He is knowledgeable and responsive, which builds in me a sense of confidence and trust in his abilities to manage my money. He clearly has high standards, which leaves an impression that my accounts matter to him just as much as the next guy’s accounts. I highly recommend Dan as a financial advisor. You will not be disappointed.
-Kristen C.
This statement is a testimonial by a client of the financial professional as of 11/18/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
- What are my spousal social security benefits?
- How do I handle the investments I’m receiving by virtue of the QDRO (Qualified Domestic Relations Order)
- How do I initiate and do what’s best with life insurance settlements I am entitled to receive?
- What does estate planning look like for single, divorced, or single women?
- Without a spouse, is there a way to create a guaranteed income stream?
- Can I create my own personal pension plan?
- As a single, divorced, and/or widowed woman, how important is long-term care insurance?
- What should I do with Inherited accounts?