Grimes Financial Services

Grimes Financial Services is an independent financial services firm that works with individuals and couples on retirement planning, Social Security timing, estate planning, portfolio management and tax planning. The firm describes its approach as personal and client-focused, with a team that works directly with clients' tax and legal professionals when needed.

The firm offers no-cost insurance consulting covering life, long term care and Medicare supplemental coverage. Securities are offered through Cambridge Investment Research, and the office is at 103 East Center Street in Lexington, North Carolina, where clients can call or send questions through the contact form.