Serving individuals and families who are serious about growing
and maintaining their wealth

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OUR SERVICES

Financial Planning

Our best solutions come from deeply understanding your needs. Whether you’re at the beginning of your career, or close to retirement, we craft customized financial plans based on your goals and values. As a Registered Investment Advisor, you can trust that we will never try to sell you something you don’t need.

Investment Advisory

We offer fee-only independent advice, which means we don’t sell products, accept commissions, or work for some large investment firm. The best plan is the one that’s best for YOU. Our experience provides an investment plan that avoids unnecessary risks, minimizes costs, and ensures your legacy is unimpaired.

Tax & Accounting

For over 50 years, our family business has delivered tax and accounting services with the quality and care that community members have come to trust. To us, it’s not simply preparing taxes; we strategize, maximize, and engage with you. We believe in utilizing forward-thinking so that you or your business can grow over time.

Mission Statement

Gragg & Gragg, LLP is dedicated to partnering with clients to assist them in building, managing and preserving their wealth. As fiduciaries acting with integrity and honesty, we put the clients’ interests first. We hold our clients in high esteem and strive for excellence in every aspect of our relationship with them. At Gragg & Gragg, LLP we believe that our success is measured only by our clients’ success in achieving their financial goals.

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