Our Firm


Gramm Financial Center has been conducting business for nearly thirty five years in all areas of financial services. Our company is made up of financial professionals with varied backgrounds including actuaries, attorneys, CPAs, corporate finance and insurance consultants, and compensation and benefit specialists.

Our Safe Money Strategies protect seniors from market downturns (principal 100% protected)

Our Firm provides complete "turn key" programs for Non-Qualified Management Benefit Plans (additional executive benefit plans that are outside the purview of government restrictions).

Additionally,we are able to provide Wealth Transfer Strategies (Business succession, estate planning and the funding of estate tax liability strategies.

As Associates of Ameritas Investments Inc., our affiliated Registered Investment Advisor we are able to access Institutional Money Managers, that are not available to the general public for our clients' investment management needs. These money managers are available in addition to all of our normal retail investment opportunities*.

 

 


Gramm Financial Center is a member of Ameritas Investments. a premier financial services organization with offices throughout the United States.

* Securities and Investment Advisory services are offered through Ameritas Investments Inc., member NASD/SIPC. Our professionals, when acting in a Registered Representative or Investment Advisory Associate capacity, are not authorized to provide tax or legal advice on behalf of Ameritas Investments Inc
 

 

"Creating and preserving wealth for our clients
through the process of total financial management"