Grace Financial Services is a reputable financial firm located in Walnut Creek, CA, offering a wide range of services including insurance, investing, retirement planning, estate planning, and wealth preservation. With a team of skilled professionals, they aim to help individuals take a proactive approach to their personal financial situation and achieve their financial goals.
As a Registered Representative of Osaic Wealth, Inc., Marjorie Grace provides securities products and advisory services, while also offering insurance services through Grace Financial Services. Committed to providing valuable information and resources, their website features calculators, videos, articles, and newsletters to help clients gain a better understanding of financial concepts and stay updated on market performance.
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