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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. 

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Long-Term Care Insurance: A Beginner's Guide

Long-Term Care Insurance: A Beginner's Guide

More than two-thirds of us are likely to need a form of long-term care in our lives. Start preparing for that expense now.
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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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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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