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Specialties
Imagine a firm with experienced professionals; independent, objective, and focused single-mindedly on the accomplishment of your most cherished financial goals. Welcome to Bayside Financial Group, LLC.
Our mission is to provide independent and objective financial solutions in a warm friendly environment.
Our ideal clients are conservative by nature and prudent with money. They have the ability to manage their own financial affairs, but understand that time is better spent doing what they love. Our clients are retired or nearing retirement; professionals, business owners and public employees who want to grow their wealth and efficiently pass it on to the next generation or charitable interest.
Whether you have $ 500,000 or $ 5 Million, Bayside Financial Group is here to help clients visualize their ideal lives; develop financial strategies to create lasting memories that go beyond material accomplishment. While all of our clients are unique, they have one thing in common; they seek a
History
Established in 2004.
Doug Grover, CFP and Don Stalker, CFP, CMFC began their careers in Financial Services in 1995. In 2004 they joined forces to establish Bayside Financial Group as an independent Financial Advisory firm specializing in Financial Planning, Investments and Retirement Income.
[Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bayside Financial Group, LLC are not affiliated].