Our Services

At Granata & Associates we take an objective and comprehensive view of financial services. We consider all the pieces that you have put in place, identify gaps and potential issues, and then develop integrated strategies that address the financial challenges you face.

The reality is many high net worth individuals do face complex financial challenges often requiring sophisticated solutions. Obstacles to your overall plan's success may be overlooked with a less thorough and uncoordinated approach. Our approach takes into account all of the potential elements, and it anticipates changes to your financial circumstances over time. This is one of the best ways to help ensure that your financial plan is successful in achieving your personal financial goals.

Fundamental to Granata & Associates' approach to financial services is assembling a team of experts in critical disciplines such as investments*, retirement income, estate taxes, insurance, fringe benefits and other areas.

Some of the areas that we specialize in are:

  • Retirement Planning
  • Investments*
  • Estate Planning
  • Business Planning
  • Employee Benefits
  • Life Insurance
  • Disability Insurance
  • Health Insurance
  • Long Term Care Insurance
  • College Savings Planning

If you have questions about your financial future, please click on the link below to contact us to begin your complimentary financial analysis.