linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sandra Lynn Widmer

GR Financial Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sandra? Claim Your Profile

About Sandra Lynn Widmer

Sandra Lynn Widmer is an Investment Advisor Representative with GR Financial Group, LLC. Sandra has been in the industry since 2008 and is registered in Arizona. Sandra specializes in providing financial planning and portfolio management for individuals and businesses. Sandra has a Series 65 license. Sandra is a skilled advisor who is dedicated to helping clients achieve their financial goals. The GR Financial Group, LLC was founded in 2015 and is headquartered in Tucson, Arizona.

Firm Information

Sandra Widmer is currently registered with GR Financial Group, LLC. GR Financial Group, LLC is a financial advisor headquartered in Tucson, Arizona. They manage over $814 million in assets and have a team of 4 licensed agents, 6 investment adviser representatives, and 1 registered representative. They provide financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals.
GR Financial Group, LLC

4556 E CAMP LOWELL

TUCSON, AZ 85712

$814.80M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Technology fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sandra Widmer’s Registration & Firm History

AZ

02/10/2015 - Present

GR Financial Group, LLC (TUCSON AZ)

Not sure if Sandra Lynn Widmer is right for you?

Licenses & Designations

IA

Issued 04/19/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sandra Lynn Widmer.
Not sure if Sandra Lynn Widmer is right for you?