Phil is entering his 30th year with RBC Wealth Management and has helped professionals navigate their investing, estate planning services, retirement planning, insurance, and cash flow needs. Phil has been honored to work directly with the NJDA, in managing their investment portfolio, as well as several members personal wealth management needs. To learn more, call Phil at 973-410-3426 or email at philip.grella@rbc.com.
RBC Wealth Management
Are you getting the most out of your company retirement plan? Are you considering starting a plan but are not sure of the best options available to you?
For NJDA members we are offering a free analysis of your existing plan or an analysis of which plans may be best for your practice if starting out.
Our mission is to provide innovative investment solutions and counsel to affluent individuals and their families. We advise, guide, and motivate our clients to implement strategies that simplify their lives, as well as grow and preserve their capital. Our team works in concert with our client’s other advisors, such as Certified Public Accountants and attorneys, to formulate customized and comprehensive strategic life solutions.
Our expertise is acting as your primary advisor. We have a long history of going the extra mile for our clients and will be tireless in our pursuit to gain and keep your trust and satisfaction.
