Welcome to Granite Financial! Our journey began in 1991 when our founders identified a crucial gap in comprehensive financial planning within the insurance sector that they had previously been a part of. They envisioned a firm that could offer more holistic and personalized financial solutions. This vision led to the creation of Granite Financial, where we prioritize education, transparent discussions, and individualized planning.

Laurie Humphrey, our current owner, joined the team in 1996 in an administrative capacity. After time away to specialize in long term care planning, Laurie returned to Granite Financial in 2006, bringing with her a wealth of experience and a renewed commitment to client service. By 2014, Laurie had purchased the practice, ensuring that Granite Financial continued to grow and innovate under her leadership.

Our approach is grounded in Laurie’s personal and professional journey. Watching her mother build a successful business in the financial services industry, despite the challenges faced by women in the field at that time, inspired Laurie to pursue a career in finance. This commitment to helping clients achieve their dreams and mentoring others is a cornerstone of our practice.

At Granite Financial, we believe in the power of open conversations about financial matters, fostering deep and lasting relationships with our clients. Our team is dedicated to providing down-to-earth advice and creating strategies tailored to your unique situation and goals. As an independent firm, we are not tied to proprietary products or sales quotas, giving us the freedom to offer a wide range of solutions that best meet your needs.

We pride ourselves on our personalized service. From birthday cards to hand-written notes, we believe in building genuine connections with our clients. Our commitment to professionalism, accountability, and personal connections sets us apart in the financial services industry.

If you value a financial partner who truly understands and prioritizes your unique needs, goals, and dreams, we invite you to connect with us. Give us a call or schedule an appointment and experience the Granite Financial difference.