Brian is a steed among mules. He's helpful and knowledgeable in the area of taxes and book keeping. His company handles my book keeping, payroll, and tax prep. I would refer him without hesitating. Great work Brian & team!
May 2019
Our tax situation has become more complex over the years and Brian's work and professionalism gives us peace of mind that we are filing correctly. He and his staff are responsive, professional and ethical. We love the online portal to submit all our documents. His prices are fair for the detailed work he provides.
Grigg Financial Group, formerly Brian Grigg Wealth Management, is a trusted financial planning and wealth management firm based in San Diego specializing in financial planning for physicians and healthcare professionals but also prepares returns for other individuals and businesses. Brian Grigg, CPA/PFS, and his team focus on money management through 9 areas of wealth planning. Some of these 9 areas include, but are not limited to, tax planning, retirement planning, investment management, cash flow-debt management, business planning, and traditional CPA services. Our team has developed a reputation for educating clients to maximize personal wealth management and business operations in pursuit of their financial objectives.
