Grimes & Co Inc

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:30 am - 5:00 pm

(508) 366-3883Call Visit WebsiteVisit Website Map & DirectionsDirections110 Turnpike Rd Ste 100Westborough, MA 01581 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

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Email

Extra Phones

Fax: (508) 797-0063

Fax: (508) 366-0999

TollFree: (866) 755-4254

Location

Westboro Executive Park

AKA

Grimes & Company

Other Links

http://www.grimesco.com

https://www.grimesco.com/contact-us/contact-form

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (508) 366-3883

Address: 110 Turnpike Rd Ste 100, Westborough, MA 01581

Website: http://www.grimesco.com

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Grimes & Co Inc

Tax Planning
TAX PLANNING: In addition to managing investments as tax efficiently as possible, for clients who draw from their portfolio, we can manage the distributions from pre-tax and after-tax accounts to help minimize taxable income. Often working collaboratively with client CPAs, we offer tax efficient strategies for managing concentrated positions, inherited assets, low cost basis stocks and employee stock options.
Charitable Giving
CHARITABLE GIVING: We can help clients maximize their charitable giving by coordinating the donation of appreciated stock or Required Minimum Distributions to provide tax benefits alongside their giving.
Tax Services
Please review Important Disclosure Information set forth in the last section of this web site. As indicated in our written disclosure Brochure, available upon request, we provide financial planning services to the extent requested by the client. Grimes does not serve as an attorney or accountant. Grimes does not prepare estate planning documents or provide tax preparation services.

Investment Management
As a member of the firm’s Research and Portfolio management team, Ben assists in developing and maintaining policies and procedures applicable to GIPS, as well as managing and reconciling the firm’s daily trading activities. Ben also supports the firm’s investment team in market research and strategic guidance.
Bonds
Wealth Management
Life stages. Market phases. Good times. Bad times. Transitions. Through it all we help you understand and plan for the changes that shape your financial life. The result: a customized wealth management strategy designed to fit you now and evolve over time with your needs and aspirations.

Financial Planning
Tim also recognized the value of financial planning and earned his CERTIFIED FINANCIAL PLANNER™ designation in 1989, well before the CFP® became a well-recognized mark within the industry. Tim has been in the financial services since graduating from Bryant College in 1971. He spent 10 years working in various management positions for a large insurance and financial service corporation before leaving to establish his private financial planning practice in 1981. Tim’s private practice was incorporated as Grimes and Company in 1999, and the company has grown into a true enterprise and one of the largest and most successful RIA’s in the country.
Retirement Planning
RETIREMENT PLANNING: This is the primary goal for many of our clients. We look at it as an integral part of their financial plan and it often drives portfolio management decisions.
Asset Management
MISSION: Our Mission is to forge a path to financial peace of mind for each client with sound advice, disciplined asset management and unparalleled service and support.
College Funding
COLLEGE FUNDING ANALYSIS: There are many questions surrounding college planning, including how much to save, what type of account to use, and whether to incorporate loans.

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