I AM INDEPENDENT. I AM JOHN GRILLO.
My journey is about providing skillful sailing to help assure a prosperous voyage for my clients. I believe in serving others by sharing my knowledge and experience. I am a Certified Financial Planner™ professional. In this photo, I am trimming the sails on a catamaran in the Atlantic Ocean. Remember, you cannot change the direction of the wind, but you can always adjust your sails.
Who we are: Grillo and Associates is based in Carrollton, Georgia. Our business philosophy has guided our actions through more than six decades of serving our clients’ financial needs. We act with integrity at all times, managing the financial affairs of our clients with the same due diligence that we manage our own. Like a ship on passage, this philosophy helps us stay focused on the course and disregard the distractions of stormy seas. This commitment to our clients provides the fundamental guidance to help them weather the cycles of the financial markets.
What we do: We understand that each client has unique needs and is best served by customized solutions. We apply our team’s combined experience, education, and expertise to develop a comprehensive strategy for each client’s financial planning needs. We help individuals and businesses implement financial plans through the design and execution of creative, innovative, and cost-effective solutions.
Why we do it: At Grillo & Associates, it is of utmost importance to us that our clients recognize that their personal lives, businesses, and financial security are better for having worked with us.
John Grillo, CFP® – Grillo and Associates
John Grillo, CFP® Grillo and Associates. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Grillo and Associates and Cambridge are not affiliated.
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0614