Grimes & Company - Westborough, Massachusetts

Kern N. T.

⭐️⭐️⭐️⭐️⭐️

I have been working with Grimes Company for over five years, entrusting them with significant portions of my after-tax and pre-tax retirement savings. My representative, Neil, is incredibly experienced and down-to-earth, making the entire process a pleasure. The support staff is equally attentive and responsive to my needs.

While Grimes does charge a fee, I find it absolutely worth it. It alleviates the stress of constantly monitoring market conditions. During the pandemic, when stock values fluctuated drastically, Grimes was quick to switch my portfolio into a cash position. This decision allowed me to weather that tumultuous period with peace of mind. I’ll never forget the relief I felt in April of that year, knowing that my investments were safe in cash while the market was down.

What I appreciate most is the safety net they provide for my hard-earned money. While I may not achieve the highest returns, I am confident that I won’t experience the significant losses that many others face when the market takes a downturn. As someone with modest assets, I feel valued and cared for, despite not being part of a multimillion-dollar trust fund.

Additionally, I love that my account is held in a separate Schwab account. Only I or my representative can withdraw funds, which gives me added security and peace of mind—no chance of a Madoff situation here!

Overall, I wholeheartedly give Grimes Company a five-star rating. They are knowledgeable, competent, and genuinely care about their clients. Highly recommended!

Charles C.

Investing is not a short-term business. We have been with them for 4 years and have been very pleased. We are in our 80s, so we want conservative investments with reasonable returns. While the upside was not as great as some other mixes would have been, the downside wasn't either, and the latter was very important to us. It is not fun to pay the fee, but the net results are what matters. I can sleep well at night knowing our investments are in good hands.

John L.

In my many years dealing with various investment management firms, I always struggled to understand what they were saying and what they were really doing with my funds. Not so with Grimes - their focus is on their Customers. Grimes is a relatively small investment company, and they treat each individual as a person; not just another client. They spend the time to really understand their clients, and have a team-based approach for fund management - with the Customer being an important part of that team.

I am getting close to retirement, and was unclear exactly where I stood financially. My Grimes representative (Jordan) spent considerable time and effort with me; leaning about my retirement plans, expected expenses, etc - as well my financial status. Their planning tools and expertise have really helped; I finally feel I adequately understand my financial situation for my upcoming retirement.

I could not be happier with Grimes!

Helder M.

I've been working with Grimes & Company for many years on a personal and also recently on a business level. Their staff and service have always been top-notch and exemplary. I love to work with them because they are outstanding at what they do and always take the time to explain everything and make it easy for me to understand. Whether you are an experienced investor or just starting out, their team will help you accomplish all of your finance and retirement goals.

Amy F.

I have been working with Grimes & Company for several years and my experience over the years has been wonderful. My advisor is not only extremely knowledgable and professional, but also puts things in very easy terms for me to understand. The office staff and associates are also very helpful and personable. Grimes & Company is a smart, professional company that provides excellent service, and knows what they are doing. I'd recommend them without hesitation to anyone looking for outstanding financial advice.

Patrick L.

Having worked for many years with the team at Grimes & Company, they have consistently proven to be knowledgeable, trustworthy and patient. They take the time to listen to you input, create a plan together consistent with your investment goals and manage your money like it was their own. I highly recommend the Grimes team to family and friends!

Bob M.

Our family invested a significant amount of my mothers trust money with Grimes. After our preliminary meetings with Grimes and Company they offered a Risk Management Investment bond strategy as an alternative conservative investment. Their RMI bond fund worked by Grimes pulling the money out of the market when things looked risky and reinvesting when things looked better. Grimes required a 1% management fee. After doing the math, the anticipated return on our investment would have been about 25K a year after Grimes took their fee. We decided to invest in their RMI fund. After about a year and 3 months, and after Grimes took their fee, the account had a balance of 19K less than what was invested and 50K less than our anticipated return. We converted back to CD's and took the loss.

Whitney R.

I highly recommend Grimes & Co. I’ve been so happy with their support and services and I cannot recommend them highly enough.