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A Partnership for Generations

Whether you are saving for retirement or just starting to invest,
we're here 
to help you work toward your financial goals.

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EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

The Grossman Sutton Group comes together with over 45 plus combined years of industry experience to give you advice you can trust. Our most important team member is you.  Every situation is different, but we are here to help create plans and lend guidance to you through whatever life challenges you may encounter. 

WE'RE WITH YOU EVERY STEP OF THE WAY

We work closely with you to develop a strategy and a plan you can trust to help you feel confident about your financial future. 

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
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A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.
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Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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Meet Our Team

We are a multigenrational team who focus is on a range of comprehensive wealth management services.  Including investment strategies, financial planning, trust and estate planning and insurance solutions. Reach out to a team member to see how we may be able to help you. 

Steve Grossman

Steve Grossman

Managing Director | Branch Manager | Financial Advisor

859-514-6412

Meg Sutton

Meg Sutton

Vice President | Financial Advisor

859-514-6435

LET'S GET CONNECTED

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