Company Profile
With its client - focused approach and highly customized solutions, Grace Financial Services is the relationship you've been looking for to help you take control and advance financial goals. The firm strives to help create financial independence for its clients and doesn't believe in template portfolios but rather look to multiple models to find the right fit. Similar to a holistic approach, Grace Financial Services provides the highest level of service by looking at the client as a whole person to find the right solution in every aspect of their financial lives, thus earning the firm a reputation for excellence in the industry.
Our commitment
Our knowledgeable staff of experienced professionals prefers to roll up their sleeves and take the "hands on" approach to working with clients. Staff members believe the client relationship is priority and do everything in their power to keep clients focused on where they want to go, advise them on how to get there and continually remind them of the importance of maintaining a disciplined approach to realizing their dream. Clients have discovered that they not only have found professional staff but ones who truly cares about making their dreams into reality.
Our Principle
Changes cannot be made until you understand where you are today. Our company is based on the principle that education and understanding of your current financial situation is vital for making successful prudent decisions concerning your future condition.
Marjorie Grace Biography
For Marjorie Grace who first started Grace Financial more than three decades ago, success meant dedication to her work, commitment to service and sharpening her financial skills to help clients navigate through their financial destination. Marjorie's years of experience has shown that one thing connects them all: relationship. Her talent to mix complex numbers, short & long-term planning and strategic approach into a comprehensive plan of action, coupled with conversation and laughter, Marjorie knows that financial planning does not have to be intimidating.
In addition to her work in helping people find the right solutions for her clients; financial goals, Marjorie is an active participant in the Oakland community and the Greater Bay Area. She was the recipient of the 2005 Senate Service Award from Senator Don Peralta and Congressional Recognition Award from Congresswoman Barbara Lee, as well as receiving the 1996 exceptional service award in creating and maintaining a multicultural alumni network for Carleton College in Northfield, Minnesota.