Our Clients

At Granite Ginkgo, lasting relationships are the foundation of our work.

Here’s what some of our clients have shared about their experience with us.

Rudy Bazelmans
August 2025

I first met Daniel nearly 20 years ago through our financial advisory firm, where he served as a partner to our decades-long advisor. Over the years, I had the opportunity to observe Daniel in a range of professional and personal settings, and I came to appreciate the consistency of his character, his integrity, and his thoughtful approach to relationships.

When Daniel launched his own advisory firm in 2020, we made the decision to transition the management of our assets. That choice was based not only on his expertise, but on years of firsthand insight into how he operates, with care, thoughtfulness, and a long-term client and financial mindset.

Since then, we have encouraged our adult children, parents, extended family and friends to engage Daniel. All of them are now clients and have been very pleased with the encouragement, customized investment guidance, and tax management advice Daniel and his team have provided them.

My wife and I continue to feel confident and well supported. The genuine interest Daniel’s team shows in helping protect and grow our nest-egg gives us peace of mind and that’s not something we take lightly.

The statement was provided 8/27/25 by Rudy Bazelmans who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed

Nancy LaRoche
September 2025

Change is a constant in life—and it becomes far more manageable when you have a trusted advisor by your side.

I began working with Daniel Grossman in 2004 as a single woman with only a basic understanding of my finances. I had some rainy-day savings, mutual funds, retirement accounts, and a collection of individual stocks acquired through employee stock programs and employer stock option grants. While I had financial assets, I lacked a cohesive strategy.

From the beginning, Daniel served as both teacher and guide. He never made decisions for me, but always provided the context, information and support I needed to make informed choices. He helped me consolidate my accounts, roll over old 401(k)s, and create a streamlined portfolio I could better understand and manage. With his guidance, all the scattered pieces of my financial life began to form a cohesive picture – my financial future.

A few years later, I got married, and our one-on-one relationship became one-on-two. Daniel applied the same thoughtful approach to my husband’s finances and the picture expanded into our shared financial future. When our twin daughters were born, Daniel walked us through college savings options, life insurance acquisition, and estate planning. When we faced job losses, he connected us with resources for obtaining health insurance. When we experienced parental deaths, Daniel and his team supported us through the complexities of estate management – offering both compassionate guidance and practical help integrating inherited assets into our financial plan. When we decided to build a home, they helped us prepare to have the needed funds available throughout the build.

For more than two decades Daniel and his team have been invaluable partners in our financial journey helping us navigate life’s changes. We check in a few times a year to update them on our family, careers and upcoming expenditures. They take this evolving snapshot and help us understand where we stand, how our investments are performing, and how to plan for the road ahead.

We deeply appreciate the expertise, integrity, and care Daniel and his team brings to every interaction. They have earned our trust, and we recommend them without reservation to anyone seeking a thoughtful, knowledgeable, and supportive financial advisory team to help navigate change with confidence.

The statement was provided September 2025 by Nancy LaRoche who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.