Grimes Financial Services
2 Williams Street
Lexington, NC 27292
Phone: (336) 249-2723
Fax: (336) 249-2727
Get Directions

Coping with Grief

A note from Brad… You might find this an unusual topic for a financial advisor to discuss. You might even say I have outrun my headlights. Let me try to redeem myself on both counts. I’m thinking of grief two different ways. Unfortunately, the first is common in our...

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What is an Independent Financial Services Firm?

Independent is “to be free from outside control; not depending on another’s authority”. We are told by our clients that being an independent financial services firm is the greatest benefit that separates us from other firms. We are not influenced or constrained to the...

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Are Your Affairs in Order?

It is a fact of life that we are all going to die at some point. It is not an easy topic, but it is a necessary conversation as many people become seriously ill or pass away without having their affairs in order. This sad reality creates unnecessary challenges for...

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Is a Four-Year College the Right Choice for Fall 2020?

COVID-19 has certainly robbed any chance of 2020 being like any other year. Our high school seniors have missed out on many senior milestones including proms and graduation ceremonies. The Class of 2020’s senior year has unfolded like no one could have imagined. It is...

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COVID-19 Relief Highlights

We all have many extra stresses in our life now, both business and personal. Your Grimes Financial team just wanted to offer a few ideas. Feel free to call us at 336-249-2723 if we can help you with any of these. Of course, some are more tax oriented and need to be...

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A Few Thoughts…

With recent global health issues, and their effects on the markets, you may have questions or concerns regarding your finances. Grimes Financial is available to help you. A financial advisor can help you stay the course or make necessary adjustments based on your...

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New Secure Act Impacts Inherited Money

The Secure Act was recently passed into law on December 20th, 2019. The Secure Act represents one of the most significant shakeups for retirees since the Pension Protection Act of 2006. As with most things, there are some positives and negatives that came out of the...

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Educate Your Kids About Money

Children  are told we don’t talk about money. We don’t ask people how much money they make for a living or even how much things cost. To an extent, this is fair, and children should be taught to respect privacy, but we cannot afford to stigmatize money topics as off...

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Investment Strategy: Tax Loss Harvesting

Investors may feel there is no end in sight when markets are heading downward. It can be difficult for investors to appreciate a down market could bring anything positive. Keep in mind however that we know down markets do not last forever. The average bear or negative...

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Grimes Financial Services, 2 Williams Street, Lexington, North Carolina 27292 Get Directions

Phone: (336)-249-2723, Fax: (336) 249-2727, Email:

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Grimes Financial Services, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, CA, FL, LA, MS, NC, SC, TN, TX, and VA. The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Advisor Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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