Financial Planning Business Plan

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Services

Grizzly Bear Financial Managers is a comprehensive financial planning consultancy.  Grizzly is a stock broker and estate planner.

  • Stocks. Grizzly has a series seven state and federal securities license, allowing them to sell stock through the client.  Grizzly takes the order from the customer and forwards it to their clearing agent, Bear Stearns.

  • Estate planning. Grizzly offers estate planning to customers specializing in tax consequences and maximizing the amount that can be transferred to relatives before death.