Merkle Retirement Planning - Grimes, Iowa

Address: 1860 SE Princeton Dr, Grimes, IA 50111.
Phone: 52781006.
Website: merkleretirementplanning.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 43 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Merkle Retirement Planning

Merkle Retirement Planning 1860 SE Princeton Dr, Grimes, IA 50111

☎️52781006

⏰ Open Hours of Merkle Retirement Planning

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–4 PM
Saturday: Closed
Sunday: Closed

Merkle Retirement Planning: Un Experto en Planificación de la Retiración

Ubicada en 1860 SE Princeton Dr, Grimes, IA 50111, Merkle Retirement Planning es una empresa de consultoría financiera especializada en planificación de la retiración. Con más de 43 reseñas positivas en Google My Business, esta empresa ha demostrado ser una opción confiable para aquellos que buscan optimizar su viaje a la jubilación.

Cómo Funciona Merkle Retirement Planning

El equipo de Merkle Retirement Planning ofrece una variedad de servicios, incluyendo consultoría financiera y planificación de la retiración. Estos servicios están diseñados para ayudar a los individuos y parejas a crear un plan de ahorro y inversión personalizado que se adapte a sus necesidades y objetivos financieros.

Los expertos de Merkle Retirement Planning trabajan estrechamente con sus clientes para comprender sus necesidades específicas y desarrollar un plan de acción personalizado. Este plan puede incluir recomendaciones sobre inversiones, ahorro, y otros aspectos clave de la planificación de la retiración.

Cualidades y Características

Entre las características destacadas de Merkle Retirement Planning se encuentran:

Experiencia en planificación de la retiración: Los expertos de Merkle Retirement Planning tienen años de experiencia en planificación de la retiración, lo que les permite ofrecer consejos y recomendaciones personalizados.
Enfoque en la consultoría financiera: Merkle Retirement Planning ofrece una amplia gama de servicios de consultoría financiera, lo que les permite ofrecer una visión integral de las finanzas de los clientes.
Accesibilidad: La empresa cuenta con una entrada y un estacionamiento accesibles para sillas de ruedas, lo que la hace accesible para todos.
Recomendación de citas: Se recomienda hacer una cita con Merkle Retirement Planning para obtener asesoramiento personalizado y optimizar su plan de retiro.

Dirección e Información de Contacto

Para obtener más información o programar una cita, puede contactar a Merkle Retirement Planning en:

Address: 1860 SE Princeton Dr, Grimes, IA 50111.

Phone: 52781006

Website: merkleretirementplanning.com

Especialidades

Merkle Retirement Planning ofrece las siguientes especialidades:

Financial consultant
Financial planner

Otras Características de Interés

Algunas características adicionales de Merkle Retirement Planning incluyen:

Entrada y estacionamiento accesibles para sillas de ruedas
Restaurante accesible

Opiniones de la Clientela

Según las opiniones de los clientes, Merkle Retirement Planning ofrece un servicio excepcional.

Una de las opiniones destacadas es: "El equipo de Merkle Retirement Planning es excepcional. Han sido fundamentales para ayudarnos a crear un plan de retiro personalizado y optimizado. Si estás considerando la retiro, no dudes en contactarlos"

La media de las opiniones es de 5/5, lo que indica una alta satisfacción de los clientes con los servicios de Merkle Retirement Planning.

👍 Reviews of Merkle Retirement Planning

Merkle Retirement Planning - Grimes, Iowa

Trish H.

5/5

The Merkle Retirement team are second-to-none! They're the best comprehensive resource for anyone looking into retirement, within a 10 year window of retirement, and those already retired. We began engaging with Loren and the team several years ago, and it's been the best decision we ever made. Their guidance is comprehensive, customized, and includes all the key elements couples and individuals need to be weighing and considering in order to optimize their retirement journey. If you're considering retirement, check them out!

Renee K.

5/5

My husband and I have been with Merkle for several years now. We recently retired. The superior care we received from the staff helping us walk through the sign up process for insurance, Social Security, all while advising us on moving funds to save paying out those dreaded taxes. I love the friendly environment, making you feel right at home every time we have an appointment. The Merkle family Loren has created is outstanding! We highly recommend them. Start early and watch your money grow.

David A. D. V.

5/5

We are thrilled to be working with Merkle Retirement Planning. I love that they have a full team of staff focused solely on retirement planning and beyond. When we first met with Loren almost 2 years ago, we were not sure what our retirement future looked like. After our initial meetings, we were pleasantly surprised that we were in pretty good shape to retire when we became Medicare eligible. I love that Merkle looks at the BIG picture, provides on the spot analysis (running a variety of scenarios at our request), and has a team of experts to provide guidance on making all those financial decisions that we face as senior adults (investments, tax planning, health insurance, legacy planning, etc.).

Merkle covers timely topics in their monthly newsletters; provides informational (or just plain FUN) lunch and learns; sponsors a variety of "field trips" in their Elevated Living Series; sponsors (or communicates) volunteer opportunities that benefit our community; and holds a variety of events for their clients' + family and friends.

Merkle Retirement Planning operates as a family and we are beyond pleased to be part of this family!

Robin A.

5/5

What we love about Merkle Retirement Planning is that it’s comprehensive, consistent and customized. We worked with Merkle to build a plan to fit our needs perfectly, we work the plan with their assistance, and we feel confident that even in a down market we will be just fine. Retirement is a lot sweeter knowing our finances are in great shape.

Sara K.

5/5

The Merkle Team is first class. They are very knowledgeable and they take the time to explain things in terms you'll understand.

The Merkle Team worked with us to develop a detailed plan that helped us realize our dream of early retirement. We feel fortunate to have the opportunity to work with a group that is so customer-centric, and we enjoy meeting other clients at the fun events they hold.

Thank you for what you do.

Aimee D.

5/5

From the very first phone call we felt very welcome. As we met with the Merkle team and worked through our investments portfolio, we felt very comfortable with asking a lot of questions to better understand where we sit today and what we would like to do moving forward to meet our retirement goals. Great experience and exciting to work with the Merkle team in the years to come.

Kara K.

5/5

Merkle Retirement planning has been invaluable to me in helping me navigate through retirement issues. They helped me make important decisions on when and how to take my social security. They have been and valuable resource to help my retirement be the best it could be. They are knowledgeable, friendly, and responsive. I couldn't recommend them enough.

Jeanne L.

5/5

As someone who constantly worried about money in retirement, Merkle has been a lifesaver. The staff is so friendly, helpful and patient. They take the time to explain and prove that the retirement plan they set up works. Through all the ups and downs of the last few years I have relied on them to calm my financial fears. I highly recommend them for any retirement needs.