I had the good fortune of already being familiar with The Granville Investment Group, as Ryan Mills had been working with our Ohio Optometric Association (OOA) since my predecessor had the insight to bring the group’s services on board—and Ryan was our primary contact. The Granville Investment Group really takes financial services to the next level. Ryan’s brainchild of our OOA Retirement Solution allows our association to provide 401(k) services to optometric practices across the state, and has been a wonderful member benefit to the OOA. It is very valuable to have a financial partner that takes the time to understand our profession, too.
When you’re looking to start a retirement plan—or 401(k) plan specifically—it can be a scary prospect. There are many regulatory responsibilities, employee notices and updates to provide, and details to know about allowing employee access to the plan… and it can be expensive to go it alone and formulate your own retirement plan for an optometric office. Yet retirement plans are a big key to employee retention, and our practices want retain our team members as long as we can! Ryan clearly understands these issues and he identified a mechanism to help us build a quality retirement plan for our membership that also helps them to streamline the paperwork, administrative tasks, and regulatory aspects of practice management. The 401(k) plan handles all the details for the owner/optometrist and certainly saves costs for OOA members who utilize the plan. It is really a no-brainer as to why to utilize this benefit.
The Granville Investment Group is full of well-reasoned, trustworthy guidance. Ryan really understands the needs of our association, our members, and their office employees and what we’re all trying to accomplish. Ryan spends not only a lot of time with me and our financial officer, but also with our board of directors—answering questions and providing as much information needed for us to make well-informed decisions. We look forward to continuing to getting the word out to our OOA members about the great retirement benefit we’ve developed for them—which also provides such a tangible benefit to their employees to help keep them happy. Retaining a quality, experienced workforce is so critical in our field.
The beauty of what Ryan has built for us is that we have a well-oiled machine to plug into with a 401(k) plan, and we also have access to Ryan and his team for information on specific investments and overall guidance. In fact, a lot of our members—after putting the retirement plan in place for their office—have now turned to The Granville Investment Group for their personal financial needs as well. Overall, our working relationship with Ryan and his team is top notch. Our OOA leadership and its members are fortunate to have complete peace of mind in The Granville Investment Group as our trusted partners. They’re even fun to work with, and are always so accessible and responsive with positive attitudes and solutions-oriented interactions.
The Ohio Optometric Association serves its members and their patients by advocating for the profession
to the public and policymakers, promoting the importance of and access to comprehensive
eye care, and providing meaningful resources that strengthen professional viability.
~ Keith Kerns, Esq.
Executive Director, Ohio Optometric Association
This statement is a testimonial from a current client as of 3/24/23, 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.
