BBB Accredited Business Profile

Grace Tax Advisory Group, LLC

Grace Tax Advisory Group, LLC

(239) 481-5550

Grace Tax Advisory Group, LLC

16 years in business
13450 Parker Commons Blvd Ste 103
Fort Myers, FL 33912-1834
Additional Phone Numbers
  • (239) 514-7971
  • (941) 255-0154
BBB File Opened: 08/04/2003
Business Started: 01/01/2001
Business Incorporated: 12/13/2006 in FL
Type of Entity
Limited Liability Company
Contact Information
  • Principal: Mr. Robert E. Grace, President
  • Customer Service: Mr. Charles J. Brock, Vice President
  • Ms. Cheryl L. Charbonneau, CPA
  • Ms. Giulia Ramsey, Marketing Director
Business Category
  • Retirement Planning Service
  • Financial Consultants - No License Required
  • Investment Advisory Service
  • Financial Services

Products & Services
We work together to develop, implement, and continually optimize a well-thought-out retirement income plan that emphasizes protection from losses due to market fluctuations and provides a steady, lifelong, tax-efficient income stream.
Service Area
Southwest Florida
Alternate Business Names
  • Grace Advisory Group
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business

A+

Overview

At Grace Advisory Group, we specialize in creating peace of mind for your retirement years. Our team of financial, wealth management, tax and legal professionals is serving more than 4,000 individuals and families throughout Southwest Florida.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Mon: 09:00 AM to 05:00 PM
Tue: 09:00 AM to 05:00 PM
Wed: 09:00 AM to 05:00 PM
Thu: 09:00 AM to 05:00 PM
Fri: 09:00 AM to 05:00 PM
Sat: Closed
Sun: Closed
Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Grace Tax Advisory Group, LLC

Grace Tax Advisory Group, LLC

BBB ACCREDITATION SINCE 10/29/2003

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