serving independent
FINANCIAL
PROFESSIONALS

Gradient Financial Group, LLC serves independent financial services professionals, inspiring them to build their businesses with a vision for the future and to serve their clients by providing the best possible financial solutions. Our diverse portfolio of financial products and services includes insurance, investment advisory services, asset management, tax preparation, securities and mortgage banking.


KonnexME

A technology firm offering a platform of services to connect financial service professionals to their prospects and clients.

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Gradient has great vision and offers more than any organization in the country.

I recently came across The Gradient Financial Group and you need to check them out. My partner and I have been working with one of their competent and professional VP's and we are excited about our new alignment with them. From here forward, they will be getting all of our insurance and annuity business. Check out their entire suite of service offerings at: http://www.gradientfg.com. I just sent in to their Tax Department, a high level client's tax returns for a Second Opinion. Additionally, they are doing a detailed Roth Conversion and Stretch IRA Analysis. On top of great service, they have the best comp and the best profit sharing and bonus structure I have seen. 100% top quality. He used to be on the SOT of AVIVA and is now an RIA managing money for a very select clientele. He does have his insurance license and does need from time to time high level insurance quotes prepared...

Jeff F.

Gradient Financial Group, LLC offers and provides a wide array of resources and support to financial services professionals. Gradient Financial Group, LLC provides services to the Member firms comprising the Gradient Financial Group, but it does not directly or indirectly control the management, policies, or business operations of any of the Member firms, which are each separate, distinct, and independent entities. Terms & Conditions Privacy Policy