Grimes Financial Services
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Grimes Financial Services
Brad founded Grimes Financial Services in 1997 and has been serving the financial planning needs of clients for twenty years. Fully licensed in all aspects of securities and life insurance, Brad has built Grimes Financial Services as an independently owned and operated, client centric organization.

Brad and the Grimes Financial team are highly regarded providers of comprehensive wealth management strategies and retirement planning. Brad and his wife, Jane, reside in Lexington, North Carolina with their two rescue dogs, Darby and Casey. Brad and Jane have a son, Justin, who is married to Natosha, and they have a daughter, Camille, and a son, Stellan.
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Retirement planning can be a daunting topic. Will my funds be sufficient? When can I stop working? Grimes Financial helps answer these important questions with the time, care and insight needed. Our retirement planning services include matching individual retirement goals and income needs with proven strategies from our twenty years of industry experience.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Grimes Financial Services, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, CA, FL, GA, LA, MS, NC, OK, SC, TN, TX, and VA.
Reviews (1)
Rhodes R.
Rhodes R.
Mar 19, 2012
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Brad and his staff are incredibly friendly and professional. I would recommend him to anyone in need of a great financial advisor!