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    Gray Financial

    5.0 (1 review)
    Open 10:00 am - 5:00 pm

    Services - Gray Financial

    Accountants

    Bookkeepers

    Current year tax preparation and filing

    3 More Services

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

    Gray Financial Photos

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    7 years ago

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    InvestHER Fiduciary Solutions

    InvestHER Fiduciary Solutions

    (8 reviews)

    Don't be thrown off by the name, she helps guys too! I've worked with other financial advisors…read more(individuals and teams). Melissa and team are by far the best at what they do. For me, it is based on one factor - authentic care for each person, no matter their needs. She has been there each and every day to answer questions, and ensure that I understand her recommendations and guidance. She is able to relate her knowledge in ways to help regardless of your financial literacy. With Melissa, I do not feel like just another account in her client book. She is patient and takes the time to understand me as a person and interpret that into solid financial advice. The level of care and attention didn't stop after I signed "on the dotted line." Schedule a consultation. You won't be sorry.

    A few years ago, we invited Melissa to give a presentation for our family. It was such an excellent…read moreexperience. I remember thinking to myself, Oh my goodness, I would love to invest so I can save money for my grandchildren. At the time, I didn't have a large amount to put in, but Melissa simplified everything for me. She explained that I didn't need a huge investment to get started--that even smaller amounts could grow over time and bring a real benefit by the time my grandson finished high school and entered university. So that's exactly what I did. To my great surprise and joy, I was able to help my grandson with his first year of university! Now he's in his third year, and the investment is still growing and yielding rewards. I'm so grateful. For anyone who may not have millions or a large sum to invest, but who wants to start with just a few hundred dollars, I can truly say that by following Melissa's advice and putting it into action, you will see a good outcome. Thank you so much, Melissa!

    Gray Financial - bookkeepers - Updated May 2026

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