Best Gold IRA Investment Companies Near Me in Grimes, IA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Merkle Retirement Planning
ADDRESS: 1860 SE Princeton Dr, Grimes, IA 50111, United States
NUMBER: +1 515-278-1006
SERVICES: Comprehensive Retirement Planning, Customized Retirement Plans, Financial planning, Tax planning, Brokerage Services, Estate Planning, Financial Planning Services, Income Planning, Independent Financial Services, Investment Advisory Services, Investment Planning, Retirement Accounts, Retirement Income Plans, Retirement Income Strategies, Retirement Planner, Retirement Planning, Retirement Savings, Retirement Strategies
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – 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! – Trish Hart
REVIEW #2 – 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. – Renee Kayser
REVIEW #3 – 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. – Aimee Dunn
REVIEW #4 – 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. – Robin Anctil
REVIEW #5 – We have been with many Investment Firms in the past but have never received the vital information regarding our retirement plan that we have received from Merkle. We have learned more in the short few months in our meetings with Chawn then we did for many many years with our previous providers.
The staff have all been very helpful and responsive to all of our needs. We feel appreciated every time we go there and they all exude professionalism.
We would highly recommend Merkle Retirement especially if you do not plan to retire for 10+ years. We wish we would have engaged Merkle years ago. This has been the best retirement move we have made! – CJ Goettsch
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>>> MORE CUSTOMER REVIEWS
REVIEW #1 – 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. – Kara Krohn
REVIEW #2 – 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. – Jeanne Logston
REVIEW #3 – I have been doing my own planning for several years, but I always looked up to the Merkle Team as experts in tax efficient retirement strategies. Now that my wife an I are going into retirement I have decided to let Merkle take the responsibility of managing the complex picture of retirement planning, tax strategies and effective handling of our retirement nest egg. This will allow me and my wife to focus on enjoying our new retirement time and not worrying about all the issues of our future retirement income. Thanks Merkle for taking over and we look forward to many years of having you handle our nest egg. – Ted Phillips
REVIEW #4 – 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. – Sara Kelly
REVIEW #5 – Retirement planning scared the heck out of me ‐ until we met with Merkle. The knowledge and care of the entire team is amazing. The Big Picture lens the team utilizes in assisting with your specific retirement plan feels like sliding puzzle pieces into place for a beautiful finished picture – your picture. I love that. – Barb Nicol
REVIEW #6 – Merkle Retirement helped me determine that I could retire years before I thought I would be able to. I love the Merkle staff and how they make you feel like a part of a family. The events they provide are very fun and educational. I highly recommend Merkle Retirement Planning! – Sherri Huff
REVIEW #7 – We signed on with Merkle Retirement Planning a couple years ago and it was the best decision we ever made. I probably listened to all of their podcasts and watched all of their YouTube videos before deciding to use them for our retirement planning. If you are considering a retirement planner do what I did and you will get answers to your questions and gain insight as to who they are before working with them.
I was nearing retirement and we did all of our investing ourselves during the accumulation years. I knew we were taking way too much risk and had no idea how to turn what we accumulated into an income stream. This is where Merkle Retirement Planning shines. We have safe buckets we can tap into for income when the market is down instead of selling when the market is low.
A pleasant surprise of working with them was the Lifestyle Plan component. The Local Lifestyle weekly email gives tips on local activities and opportunities including Merkle sponsored events like a golf outing, pickleball, Iowa Cubs tailgate, or local tours/trips. We all need a certain amount of money for retirement, but an enjoyable retirement is not contingent on money. Social activities are really where it is at when you retire.
We highly recommend Merkle Retirement Planning! – Tony Topping
REVIEW #8 – Merkle Retirement Planning is all about listening to you and understanding your personal situation and goals. They help explaining everything to you in a way that you understand it so you can make the best decision for you! They will reach out to you and check in with you to make sure something hasn’t changed and keep you on the road going forward. – jerry mitchell
REVIEW #9 – My wife and I joined the Merkle family in January 2023. I say family because everyone there makes you feel like family. They’re all very respectful and knowledgeable. They understand our journey needs and will help us to achieve them. – john eklofe
REVIEW #10 – The Merkle Retirement team has always made it so easy for us understand how to manage our retirement and continue on our goals for our children and grandchildren. Would recommend the Merkle team to anyone. – Joan Harryman
REVIEW #11 – My wife and I knew we needed help with preparing for our retirement. We knew we wanted to reduce our tax burden in retirement and make sure we would have enough money to retire comfortably. Loren and his team put a strategy and plan together to reach our goals by taking action now instead of waiting until retirement age which would be too late at that point. We now feel comfortable with approaching retirement and have a plan in place to reach our goals. We are so thankful for Loren and his team, the relationship we built with them so far and the guidance they have already provided and will continue to provide and evolve as we approach and enter our golden years! – Larry Kyner
REVIEW #12 – My wife and I, age 68, have used for different advisors over 40 years of investing and accumulation. Merkel Retirement Planning has been the best, offering us help and making retirement decisions that cannot be reversed once you decide. Therefore confidence and peace of mind have occurred during our retirement, knowing that we have a team of knowledgeable advisors, working for us. Highly recommend the Merkel Retirement Planning team! – Michael Schinzel
REVIEW #13 – We are so happy with the Merkle Retirement Planning Team. They are genuine and are always looking out for your best interests as you navigate your retirement. Top-Notch! – Gary Schwartz
REVIEW #14 – 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! – David and Donna Vorm
REVIEW #15 – An excellent team to work with. Qualified, personable and always available and responsive. The Merkle team helped us reduce our future tax burden and plan our income stream. – Danny Lubritz
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