David Grazi is an Investment Advisor Representative with the Reddington Sourour Advisory Group, a financial services organization that provides a specialized team as well as personalized advice and guidance to clients as they build their financial security.
David is dedicated to providing clients with integrated financial solutions and works with individuals, families and business owners as they look to build financial security through every stage of life. He uses a wide range of planning resources and offers clients integrated, customized solutions to help them successfully fulfill their financial goals and objectives.
Our team believes in understanding every client’s individual situation before making any recommendations to them, as well as keeping our clients abreast of today’s market conditions by informing them of the latest financial and insurance information. David's ultimate goal is to enrich the quality of his clients’ lives by helping them not only achieve their financial goals, but protect their income, family and legacy at every stage of their lives.
- Rutgers University - Political Science
Areas of Focus:
- Investment Services
- Business Planning Solutions
- Retirement Planning
- Protection and Insurance
- Employee Benefits
- Insurance Licenses: AZ, CA, CT, DE, FL, GA, MA, MD, MI, NC, NJ, NY, PA, TN, TX, VA
- Securities Licenses: NJ & NY
- CA Insurance License # 4139202