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M. Griffith Investment Services, Inc. Employee Directory

Financial ServicesNew York, United States11-50 Employees

M. Griffith Investment Services, Inc. is an independent financial services firm offering financial planning, investment advisory, and retirement plan services. It pursues a personalized, non-cookie-cutter approach, taking time to understand a client's life, family, and goals before designing a tailored financial plan. Based in New Hartford, New York, the firm operates in the financial services sector with a focus on comprehensive investment management and regular portfolio review. Its staff includes licensed financial consultants, with half of them CERTIFIED FINANCIAL PLANNER™ Professionals, alongside additional credentials such as CFA, AIF, CRPS, CLTC, and CRPC. In 2018, the firm merged with Robert W. Baird & Co., marking a notable development in its corporate history.

Find M. Griffith Investment Services, Inc. employees' phone numbers or email addresses

M. Griffith Investment Services, Inc. Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

M. Griffith Investment Services, Inc.'s Leadership

  • Stylized image of a person
    J. G.
    Vice President Certified Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. F.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. G.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. T.
    Vice President/Financial Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. E. E.
    Vice President/Investment Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. L. L.
    Financial Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. H.
    Sales Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. R.
    Sales Assistant
    Phone icon
    Mobile Phone

M. Griffith Investment Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from M. Griffith Investment Services, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. G.
    Partner
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    W. F.
    President
    Phone icon
    Mobile Phone
    UNITED STATES
    Apr 23, 2026
  • Stylized image of a person
    J. T.
    Vice President/Financial Consultant
    Phone icon
    Mobile Phone
    United States
    Jun 01, 2026
  • Stylized image of a person
    M. E. E.
    Vice President/Investment Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Sep 09, 2025
  • Stylized image of a person
    J. G.
    Vice President Certified Financial Planner
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 23, 2024
  • Stylized image of a person
    S. L. L.
    Financial Consultant
    Phone icon
    Mobile Phone
    United StatesNew York
    May 28, 2026
  • Stylized image of a person
    A. H.
    Sales Assistant
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 16, 2024
  • Stylized image of a person
    A. R.
    Sales Assistant
    Phone icon
    Mobile Phone
    United StatesNew York
    Mar 05, 2024
  • Stylized image of a person
    A. S.
    Executive Assistant
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    C. H.
    Executive Assistant
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is M. Griffith Investment Services, Inc. known for?

Minus sign iconPlus sign iconM. Griffith Investment Services, Inc. operates in the Financial Services industry. The company's main headquarters is located in New Hartford, New York 13413 United States; you can contact the main corporate office by phone at
+1-315-738-****
. Explore M. Griffith Investment Services, Inc.'s company overview page for more information.

What is M. Griffith Investment Services, Inc.'s most common email format?

Minus sign iconPlus sign iconM. Griffith Investment Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more M. Griffith Investment Services, Inc. email formats with LeadIQ.

How many employees does M. Griffith Investment Services, Inc. have currently?

Minus sign iconPlus sign iconM. Griffith Investment Services, Inc. has approximately 11 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are M. Griffith Investment Services, Inc.'s key employees and leadership?

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As of April 2026, M. Griffith Investment Services, Inc.'s key employees include:

  • Vice President Certified Financial Planner: J. G.
  • President: W. F.
  • Partner: M. G.
  • Vice President/Financial Consultant: J. T.
  • Vice President/Investment Advisor: M. E. E.

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