Granite Bay Financial Strategy is a full-service financial services company located in Rocklin, CA, specializing in retirement planning and estate conservation. With a team of experienced financial professionals, they aim to help clients clarify their goals, recommend suitable solutions, and provide timely information to navigate changing financial conditions. Their services include investment planning, annuity, long-term care insurance, life insurance, individual health, and disability income insurance.
As an independent firm, Granite Bay Financial Strategy is dedicated to delivering personalized financial strategies tailored to each client's unique needs. They offer a range of resources, including articles, calculators, and research reports, to educate and empower individuals in making informed financial decisions. With a focus on clarity and proactive action, they strive to help clients build wealth and secure their financial future.
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