Client Story 1

My wife Judy and I were privileged enough to be introduced to Grassi Investments by our Schwab agent around the year 2000 and have been their clients ever since. Pete Jr. and his father, Pete Sr. along with the entire team at Grassi Investments have an amazing insight into the investment world through their various connections, which I am sure has taken them years to acquire. It has been our privilege and our pleasure to get to know Pete and his team and to let them handle our investments for over 20 years. They are all wonderful to deal with and our investment portfolio has had growth which consistently exceeds the market, yearly. We could not be more pleased and happier to have our portfolio with them.

 

Disclosure: Clients were not compensated for this statement.
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