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A Partnership for Generations

Whether you are saving for retirement or just starting to invest,
we're here 
to help you work toward your financial goals.

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EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

The Grossman Sutton Group comes together with over 45 plus combined years of industry experience to give you advice you can trust. Our most important team member is you.  Every situation is different, but we are here to help create plans and lend guidance to you through whatever life challenges you may encounter. 

WE'RE WITH YOU EVERY STEP OF THE WAY

We work closely with you to develop a strategy and a plan you can trust to help you feel confident about your financial future. 

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.
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A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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Meet Our Team

We are a multigenrational team who focus is on a range of comprehensive wealth management services.  Including investment strategies, financial planning, trust and estate planning and insurance solutions. Reach out to a team member to see how we may be able to help you. 

Steve Grossman

Steve Grossman

Managing Director | Branch Manager | Financial Advisor

859-514-6412

Meg Sutton

Meg Sutton

Vice President | Financial Advisor

859-514-6435

LET'S GET CONNECTED

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