Let’s Build a Legacy That Lasts
When you reach out to Grundy’s Consultancy, you’re not just filling out a form — you’re connecting with a team that truly cares about your financial future. We look forward to helping you protect what matters and create the freedom to grow.
Adam Grundhoefer
Grundy’s Consultancy Inc.
Your Trusted Finance Partner
We’re Here to Help You
Take the Next Step
Whether you’re just starting your financial journey or you’re ready to fine-tune your strategy, our team is here to guide you with clarity, purpose, and care.
From simple questions to full-scale planning, we take the time to understand your unique goals and provide the support you need to move forward with confidence.
The Fastest Way to Connect
The best way to reach us is by scheduling a free 15-minute strategy call. It’s a quick, focused conversation where we’ll listen to your needs, answer your questions, and help you take the next step with clarity.
You’ll choose a time that works for you — no pressure, no obligation.
Adam’s really cares about his clients. His attention to detail doesn’t go unnoticed. Appreciate him and his hard work!
Response from the owner 20:16 09 Apr 25
Dan, thanks for the kind words! 
I’m not usually one to leave reviews, but I honestly felt like I had to say something about Grundy’s Consultancy.
From the first conversation, I felt understood. Not sold to. Not rushed. Just… seen.
Adam took the time to look at my business with me. The actual day-to-day realities, not just numbers on a spreadsheet.
He helped me figure out what kind of support I really needed. No cookie-cutter advice. No pressure. Just clarity, guidance, and options that actually made sense.
What I appreciated the most was how everything was explained in plain language. I never once felt talked down to or overwhelmed. And anytime I had a question, I got an honest answer. Not a sales pitch.
If you’re running a business and feel like you're carrying it all on your own, juggling finances, trying to grow, and dealing with constant uncertainty, talk to Grundy’s. It truly feels like having someone in your corner who understands what you’re going through.
From the first conversation, I felt understood. Not sold to. Not rushed. Just… seen.
Adam took the time to look at my business with me. The actual day-to-day realities, not just numbers on a spreadsheet.
He helped me figure out what kind of support I really needed. No cookie-cutter advice. No pressure. Just clarity, guidance, and options that actually made sense.
What I appreciated the most was how everything was explained in plain language. I never once felt talked down to or overwhelmed. And anytime I had a question, I got an honest answer. Not a sales pitch.
If you’re running a business and feel like you're carrying it all on your own, juggling finances, trying to grow, and dealing with constant uncertainty, talk to Grundy’s. It truly feels like having someone in your corner who understands what you’re going through.
Response from the owner 19:05 28 Mar 25
Thanks Delphine - truly appreciate your kinds words! Truly grateful for the opportunity to serve you and your business! 
Adam is an easy person to work with. He’s very understanding and attentive to your wants and needs while also explaining what will work best for you and your family. He’s very good at follow up and communicating well.
Adam is great to work with! He was very knowledgeable about which policies were the best fit for our family.
As a business owner and savvy investor, I can confidently say that Adam at Grundy's Consultancy is the gold standard when it comes to life insurance and retirement planning. His deep knowledge of financial strategies and unmatched dedication to serving his clients make him truly exceptional.
Adam took the time to fully understand my goals and concerns, then crafted a tailored plan that put my family, business, and income growth in the best possible position. His attention to detail and personalized approach gave me complete confidence in every decision we made.
If you're looking for an advisor who genuinely cares about your success and has the expertise to back it up, I wouldn’t trust anyone else but Adam. Highly recommended.
Adam took the time to fully understand my goals and concerns, then crafted a tailored plan that put my family, business, and income growth in the best possible position. His attention to detail and personalized approach gave me complete confidence in every decision we made.
If you're looking for an advisor who genuinely cares about your success and has the expertise to back it up, I wouldn’t trust anyone else but Adam. Highly recommended.
I watched Adam closely as he’s grown his business and honed his knowledge. He is truly a professional. But more than that I’ve known Adam to be a very honest person with very high integrity.
Adam, came Tuesday and returned today.
He was very pleasant professional insurance agent/broker. He took his time reviewing what my boyfriend had and even went above and beyond by calling what companies we had and even called several.
He would explain things to your understanding. He is very diligent to his job.
After finishing up with Gary’s Insurance. And again very due diligence he turn to me sold me a funeral. I can’t express how professional I’m always and seems to be very sentimental about each one’s needs.
Kind regards
Tammy
He was very pleasant professional insurance agent/broker. He took his time reviewing what my boyfriend had and even went above and beyond by calling what companies we had and even called several.
He would explain things to your understanding. He is very diligent to his job.
After finishing up with Gary’s Insurance. And again very due diligence he turn to me sold me a funeral. I can’t express how professional I’m always and seems to be very sentimental about each one’s needs.
Kind regards
Tammy
Adam stopped by at my request. He is very professional as well as knowledge. He is still talking with me as well. Great personality. It we be also nice in the future as my girlfriend purchased from him today. Should be employee of the month if not year.
Adam is a great person with a big heart as he is all about helping others. He does his due diligence to put his clients in the best position possible.
Very understanding and worked toward my goals! I'm very appreciative.
Response from the owner 20:44 24 Jan 25
Lucinda, thank you for the kind words! Always a pleasure working with people like yourself. Glad we could serve you well! 
I’ve had the privilege of working with Adam Grundhoefer on multiple occasions over the years, and his unwavering integrity is what sets him apart. Whether we were navigating investment opportunities, refining budgets, or developing long-term financial strategies, Adam consistently demonstrated an exceptional commitment to doing what’s right for their clients.
In my past experiences with Adam, they always approached each situation with transparency and honesty. Adam never hesitated to give me a realistic perspective, even if it wasn’t what I initially wanted to hear, and I’ve come to deeply value that level of candor. His ability to balance professionalism with a genuine concern for my financial well-being is truly rare.
What’s more, Adam has a remarkable ability to build trust. They take the time to understand individual needs and provide advice tailored to each unique circumstance. I’ve always walked away from our discussions feeling informed and confident, knowing I’m working with someone who has my best interests at heart.
If you’re looking for a financial advisor who leads with integrity and delivers results, I can’t recommend Adam highly enough. Their character and dedication are unmatched, and they’ve made a meaningful impact on my financial journey.
In my past experiences with Adam, they always approached each situation with transparency and honesty. Adam never hesitated to give me a realistic perspective, even if it wasn’t what I initially wanted to hear, and I’ve come to deeply value that level of candor. His ability to balance professionalism with a genuine concern for my financial well-being is truly rare.
What’s more, Adam has a remarkable ability to build trust. They take the time to understand individual needs and provide advice tailored to each unique circumstance. I’ve always walked away from our discussions feeling informed and confident, knowing I’m working with someone who has my best interests at heart.
If you’re looking for a financial advisor who leads with integrity and delivers results, I can’t recommend Adam highly enough. Their character and dedication are unmatched, and they’ve made a meaningful impact on my financial journey.
