I’ve been working with The Granville Investment Group for more than 15 years. The experience has been great, and now working with Ryan Mills and his team, the experience has been even more personal and engaging. I had no previous experience with the type of financial planning I needed, and the more I work with Ryan, I feel like I get more and more assurance that they’re looking out for my personal needs and my assets. I am very glad I got financial planning help when I did because buying stocks and watching the market is not my specialty, so it has certainly been better to have someone in charge who is doing that every day with my best interests in mind.
An impression that remains consistent is how great Ryan has done building his quality, responsive team. Any time I email, their response time is never more than 24-hours (many times within 8 hours) to get a detailed response! Everything is expected so instantaneously in this world, and they do such a good job with timely action and making sure things are taken care of appropriately.
The financial planning and regular meetings together really help us review any changes and set a plan for what is coming up within our family’s future needs, while also making sure we’re adjusting to the current and future market conditions. The advanced planning resources and tactics used with Ryan’s group have been effective with their recommendations. We also have two sons—one in college, the other preparing for college—and Ryan has been helping us prepare for the expenses of their higher education.
Overall, we’ve had no question of whether to keep our funds managed with The Granville Investment Group—as they are continually forward-thinking with a strong advisory group. It is noticeable that Ryan is often checking in and looking to improve the services also. It is also nice to see his positive engagement within our community and his drive to keep his clients happy. Our relationship is very comfortable.
~ Dean
This statement is a testimonial from a current client as of 2/16/23, and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisor’s advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.
