GRANTvest Financial Group, a New Jersey-Based Financial Planning Firm, Wins Top Investment Firm in Community Choice Awards
MATAWAN, N.J., December 11, 2023 (Newswire.com) - Each year, the Monmouth County Community’s Choice Awards recognizes the best of the best businesses. GRANTvest Financial Group, a Matawan, New Jersey-based financial planning firm, won the Community Choice Award for one of the best investment firms.
The GRANTvest team, led by financial planners Gregory Guenther, CRPC and ChFEBC, and Anthony Caputo, ChFEBC, recently attended the awards banquet in Freehold, New Jersey. While GRANTvest Financial Group is based in Monmouth County, New Jersey, the company serves clients nationwide. The two founders (pictured, center-left, and center-right) are joined by financial planners Chuck Drawbaugh (pictured, left), Leo Wong (not pictured), and Joseph Cammayo (pictured, right). The five advisors are supported by a dedicated client services team.
Gregory Guenther and Anthony Caputo, who have worked as independent financial planners for more than 17 years, serve as GRANTvest's managing directors and oversee day-to-day operations and the long-term vision of the firm. The firm’s client base includes small business owners, corporate executives, professional athletes, and federal government employees.
“We are incredibly honored and humbled to receive the Community Choice Award. This recognition is a testament to our team's dedication to financial excellence and our commitment to serving the community and all stakeholders. We share this achievement with our clients, whose trust motivates us to continually strive for excellence each day. And special thanks to our families, whose daily support makes this possible,” noted Greg Guenther.
The firm operates as a fiduciary with a focus on comprehensive financial and retirement planning. It has partnered with Charles Schwab & Co. as a custodian to bring a blend of best-in-class technology, service, and support through a low-fee custodial platform.
"We want to make sure every client feels heard and understood. Our personalized service and attention to the details are what separates us from our peers," said Anthony Caputo.
About GRANTvest Financial Group
Founded by Greg Guenther and Anthony Caputo, GRANTvest is an independent financial planning firm specializing in comprehensive planning. The firm and each of its advisors operate on a fiduciary basis. GRANTvest has a team-based approach and designs customized planning strategies, working collaboratively with its clients. The firm's client base includes small business owners, corporate executives, professional athletes, and federal government employees. You may learn more by scheduling an introductory meeting or visiting our corporate website.
Please direct any press inquiries and other requests to info@GRANTvest.com. For more information, visit www.GRANTvest.com or call (877) 651-8747.
Source: GRANTvest Financial Group
