Services

There are many financial products in the market.  Choosing the ones that best meet your needs are best made after an overall assessment of your financial needs. After meeting to do this, we are better informed when to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services offered by Grayeli Investment Management include:

  • Financial Planning
  • Fee Based Investment Advisory
    • Brokerage Accounts
    • Trust Accounts
    • IRA's (Roth & Traditional)
    • 401(k) or 403(b) Rollovers
    • Retirement Plans (SEP, Simple IRA, Solo 401k)
    • Custodian Accounts for Minors (UGMA/UTMA)
  • Safe Harbor 401(k) Profit Sharing Plans
  • Insurance Products
    • Annuities
    • Life Insurance (Term & Permanent)
    • Disability Insurance
    • Long Term Care
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