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JONATHAN GRIMM Your Financial Advisor

Your Financial Advisor JONATHAN GRIMM

Address

2550 HONOLULU AVE SUITE 201, MONTROSE, CALIFORNIA 91020

Phone
Office: 626-378-9866
Contact me
My approach

As a financial advisor for Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, I specialize in providing personalized advisory services and financial solutions to meet the needs of clients like you. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.

Solutions to fit your needs.

Here to help you plan for today and tomorrow.

With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.

Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.

My Credentials:

5+ years licensed insurance professional

Certification and Education:

Licensed to assist with:

Protect your family – now and into the future. 

Tell me a bit about yourself, and I will call you to discuss a personalized strategy. 

This helps us understand your immediate needs.

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Life is a journey. We're here to help you along the way.

JONATHAN GRIMM

CA Insurance License #0N02041

Not licensed to sell in all jurisdictions.

JONATHAN GRIMM is a Financial Advisor for Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. 

JONATHAN GRIMM Agent of New York Life Insurance Company, Financial Services Professional for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company. For more information about NYLIFE Securities LLC and its investment professionals, click here.