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Meet Our Staff

As our client, you will have a team of highly qualified professionals working for you to provide you with the best coverage for you, your family, or your business.  Building a long-lasting relationship with our clients is our number one priority.

Brandon Grocki

Owner

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Brandon Grocki is a thoughtful and conscientious financial professional, delivering personalized investment and asset protection strategies to both families and business owners. His individualized approach carefully considers the needs of his clients, ensuring service of the utmost quality. Brandon’s interest in financial planning began after he witnessed the significant economic impacts of the 2008 financial crisis. It became evident to Brandon that many were disillusioned by their finances, including how to manage them effectively. As a result, Brandon is passionately engaged in proactively assisting people in improving or expanding their financial outlook.

Brandon earned his Bachelor of Science degree in Finance from Seton Hall University and holds a FINRA series 7 and 66. After beginning his career in retail financial advising — which focused on holistic financial planning, retirement planning and insurance and annuities — Brandon wanted to return to a more personal side of the business and work with clients on a smaller scale.

Brandon enjoys working to demystify the world of financial planning and educate his clients on the best ways to create, implement, and monitor their financial goals. He aims to exemplify his clients’ financial security through the use of targeted financial tools, earnest decision making, and strategic planning. Brandon works to build a strong sense of trust and offers sincere recommendations that provide his clients with the financial resolve they deserve.

When not aiding his clients invest in their future, Brandon enjoys spending time outdoors either golfing or fishing. He stays active in the community through his endeavors as a member of the Friendly Sons of the Shillelagh – Belmar, NJ; the Rotary Club of Toms River, NJ; and the BNI Falcons Business Network.

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