Grodin Financial and Insurance Services is a family-owned financial planning practice. Founded by Mary Grodin in 1986, we specialize in fee-based financial planning, insurance, and investment planning for individuals, families and businesses. We work with clients in more than 30 states and have physical offices in San Leandro, CA with satellite offices throughout Northern California.
There are other financial service firms out there. Are we any different? We think so. The difference is not in the products we offer.
So what makes us different?
We believe we are different because we:
“We at GFIS hold ourselves to the highest ethical standards. We don’t hold these standards because we are forced to, but because we require it of ourselves. Clients who trust us with their confidence deserve nothing less.” —MARY GRODIN, FOUNDER
Our Financial Services Representatives combine their education in financial services with their knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All Financial Services Representatives must pass comprehensive exams to obtain a license to sell products in your state.
Our offices are licensed to sell insurance products in the following jurisdictions:
CA, AZ, CO, GA, HI, IL, LA, MA, MD, NC, NM, NV, OH, OR, PA, RI, TX, UT, VA, WA, District of Columbia
David Grodin, domiciled in California – CA Insurance license #0F38292
Mary Grodin, domiciled in California – CA Insurance license #0714225
Eric Gross, domiciled in California – CA Insurance license #0G48164
Greg Van Ess, domiciled in California – CA Insurance license #0M12793
Bobbie Zerby, domiciled in California – CA Insurance license #0L96883
Manjeet Singh, domiciled in California – CA Insurance license #0L74119
Justin Solo, domiciled in California — CA Insurance license #0H52881
We also have agents licensed to sell securities in the following jurisdictions:
CA, AR, AZ, CT, CO, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MT, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TX, VA, WA
We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.
Check the background of MML Investors Services, LLC on FINRA’s BrokerCheck.
