Merkle Retirement Planning

  • Finance / Investments
1860 SE Princeton Dr.
Grimes, IA 50111
(515) 278-1006
Hours:
Monday - Thursday 8 a.m. to 5 p.m.
Friday 8 a.m. to 4 p.m.
  • About

    Merkle Retirement Planning serves pre-retirees and retirees with a focus on retirement income planning. Merkle Retirement Planning provides tax, investment, legacy and health care planning services.

  • Whom to Contact

    • Allyson Braun
      Chief Operating Officer
      1860 SE Princeton Dr.
      Grimes, IA 50111
      Phone: (515) 278-1006
    • Kristen Koenig
      Client Relations Specialist
      1860 SE Princeton Dr.
      Grimes, IA 50111
      Phone: (515) 278-1006
  • Directions

    Merkle Retirement Planning is on the east side of Highway 141 in Grimes. We are just north of 80/35.