The Griessel Tiffany Group is headed by president and managing partner Paul Griessel who has 25 years of experience in the financial services field. Paul is a Registered Representative and an Investment Advisor Representative with Ameritas Investment Corporation and has held senior management and financial advisory roles with top financial services companies including New York Life, Penn Mutual Insurance, and the Ameritas Investment Corporation. His expertise includes:
- Working with family business owners
- Planning for retirement income
- Business succession and transfer planning, and Estate planning for family legacies.
- Paul's team of other advisors including partners Roy Carney and Tom Husnick are specialists in risk management, retirement planning, long term care and business and overall financial planning.
While we don't have a crystal ball, we are experts at determining the most beneficial opportunities for our clients' situations. We make smart decisions by collaborating in a fun, upbeat way with our clients and other professionals.
And we have long term professional relationships to help provide the very best guidance and solutions for you. We work with Ameritas
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Investment Corporation for brokerage services and financial products and money management advisors such as Mellon Capital Management in San Francisco, Gould Asset Management in Southern California, Genworth Private Asset Management, AssetMark Wealth Management and Mount Yale Investment Advisors for some premier products appropriate in certain situations.
We have a network of highly experienced and trusted professional resources that includes:
- CPA's
- Enrolled Agents
- Attorneys
- Realtors
- Commercial and Residential Loan Officers
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