About Us

Welcome
Welcome to our Web Site! We try to provide you with a basic understanding of our specialty services and products. It is our commitment and desire to establish trust and a long lasting relationship with each and every client. We take pride in each of our continuing clients and the many referrals shared with us. We provide special service for your special financial needs. We look forward to helping you. 

What is a Certified Financial Planner

 

Allen Grommet
Allen Grommet holds a Ph.D. in economics from Michigan State University, is a Certified Financial Planner™ professional and has served as Chief Economist for the U.S. House Budget Committee in Washington, D.C. He has appeared on Bloomberg and CNNfn TV and on many national radio stations and quoted regularly in the national printed press such as BusinessWeek, Reuters, Associated Press and others. He has worked with the financial investment staffs of Chemical Bank, Equitable Life, Merrill Lynch and the Coffee, Sugar and Cocoa (futures) Exchange in New York. He also worked with Money Magazine and ABC News in developing and marketing an index measure of consumer confidence. Dr. Grommet has worked extensively with consumer credit issues and writes a monthly analysis of a national credit survey. He entered the financial planning profession in 1995, provides an array of financial, retirement & estate planning services and when appropriate offers stocks, bonds, mutual funds, annuities, life insurance and the whole array of associated products. Licenses: General Securities (Series 7), General Securities Principal (Series 24), State Uniform Securities Agent (Series 63), Health and Life Insurance. 

Caring Financial Services
Caring Wealth Management & Financial Services is composed of financial professionals who offer high quality insurance and financial products and services to the individual and business marketplace. Caring Wealth Management and Caring Financial Services offer brokerage services through American Portfolios Financial Services, Inc. which is a member of FINRA/SIPC and advisory services through American Portfolios Advisors, Inc.