INVESTMENT SERVICES

The investment team of Grunawalt Baer Diaz Financial will help build a secure future in a variety of ways. We emphasize appropriate diversification to enhance long-term performance.

Wealth Accumulation Planning

We will assemble an overall game plan based on your specific needs, risk tolerance and potential to accumulate wealth.

Asset Allocation

Grunawalt Baer Diaz Financial will show you how to diversify and reduce market risk through an investment strategy based on a percentage of your liquid assets.

Stocks*

Our registered representatives can help you invest in companies which offer long- term growth potential.

Bonds*

We aim to maximize your return at an acceptable risk level on either a taxable or non-taxable basis.

Mutual Funds*

This is an excellent tool for the investor looking to diversify. You can invest in a number of professionally managed funds which utilize a wide variety of investment objectives.

Fee-Based Investment Advisory Service**

An array of nationally recognized money managers are available to manage your qualified and non-qualified accounts.


Grunawalt Baer Diaz Financial
Winterton Office Park
1040 E. 86th Street, Suite 44H
Indianapolis, IN 46240
Tel: (317) 846-9702 | Fax (317) 846-8742
Toll Free: (888) 846-9703
info@gbdfinancial.com

Grunawalt Baer Financial
Edison Lakes Corporate Park
4220 Edison Lakes Pkwy, Suite. 240
Mishawaka, IN 46545
Tel: (574) 271-3860 | Fax (574) 271-3870
Toll Free: (800) 540-3860
info@grunawaltbaer.com

 
Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. AIC and Grunawalt Baer are not affiliated. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of CA, CO, IL, IN, KY, MA, MI, OH. Licensed for insurance sales in CA, CO, FL, IL, IN, KY, MA, MI, NY. A representative from Grunawalt Baer Financial will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.