Grigg Financial Group

43 reviews

+1 (619) 592-8779

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Grigg Financial Group, formerly Brian Grigg Wealth Management

3111 Camino del Rio N Ste 400

San Diego, CA 92108

+1 (619) 592-8779

https://griggfinancialgroup.com

Grigg Financial Group, formerly Brian Grigg Wealth Management, is a trusted financial planning and wealth management firm based in San Diego specializing in financial planning for physicians and healthcare professionals but also prepares returns for other individuals. Brian Grigg, CPA/PFS, and his team focus on money management through 9 areas of wealth planning: tax planning, retirement planning, investment management, cash flow-debt management, business planning, and traditional CPA services.

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Reviews

5.043 reviews

John H.

2/21/2019

Brian and his business are AMAZING. I initially needed Brian's services when I received a large tax bill from the IRS. I made the mistake of doing my taxes on turbo tax and 2 years later owned the...

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Robyn L.

12/11/2023

I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was looking for a quote for tax filing/preparation only for this year. My initial message: "Hi...

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Jimi H.

10/15/2023

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company and managing stock investments in the new parent company. Since then, Brian and his team have...

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Brent E.

8/12/2019

Brian is a steed among mules. He's helpful and knowledgeable in the area of taxes and book keeping. His company handles my book keeping, payroll, and tax prep. I would refer him without...

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Anne-Lise S.

5/14/2019

Our tax situation has become more complex over the years and Brian's work and professionalism gives us peace of mind that we are filing correctly. He and his staff are responsive, professional...

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