RIA Services | Investor Support | Grove Point Financial

How we support investors.

Our role is to help financial professionals with the support, products, and advice they need to help you achieve your financial goals.

Investor Disclosures

FINRA Information

Investor information may be obtained at the FINRA website (www.finra.org) or by contacting FINRA at 301.590.6500.

FINRA BrokerCheck - A free tool to help investors research the professional backgrounds of current and former FINRA-registered brokerage firms and brokers (or call the FINRA BrokerCheck Hotline at 800.289.9999)

Securities Transaction Assistance

If you are unable to contact your Grove Point Financial Professional and must place a securities transaction, please call 800.333.6884 and ask for our trading desk.

Take control of your future.

Achieve your definition of success.

Join our advisor community to access relationship-driven service and the supportive alliance of our team. Ready to grow? Enter your details below to be contacted by one of our experts.