At Grinnell Wealth Management, we are here to provide you with support and solutions to help you manage and plan for the financial future of you and your loved ones.
From basic needs to the more complex ones, we have the expertise to ensure that your hard earned wealth is working for you.
With a broad range of wealth management services; like a comprehensive financial planning tool, investment services, trust, & estate services, whether you need us as a trustee, an administrator, your investment manager, or a custodian of funds, we are there for you every step of the way!
LEARN MORE ABOUT HOW WE CAN HELP YOU OR GIVE US
Learn more about our comprehensive Financial Planning tool or contact us to learn more about our financial planning and wealth advisory services.
Helping you invest in your financial future! Learn more about our personal investment services.
The expertise to help you with the more complex parts of your financial life. Learn more about our trust and estate management services.
Our Wealth Management Team is here to help you! Get to know the team or reach out to a wealth management team member .
NON-DEPOSIT PRODUCTS ARE NOT FDIC INSURED – NO BANK GUARANTEE – MAY LOSE VALUE
You are advised to not include sensitive or confidential information (i.e. Social Security #, account #’s or pass code ID information etc.) within any “unencrypted” email communication. Please be advised that contact forms are received during normal business hours. If you have not received a response within 48 hours, please call us at 641-260-2496.
Non-deposit investment products are: Not FDIC insured, not bank guaranteed, and may lose value. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Grinnell Wealth Management and Cambridge are not affiliated. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.
073901725
Grinnell State Bank provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by Grinnell State Bank, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.
We want to make banking easy for you with 24/7 access to your accounts and convenient access to services. Have 24/7 access to all of the following without having to step foot in the bank:
You are accessing a printable version of our Electronic Funds Transfer.
You are accessing a printable version of Grinnell State Bank’s Online Banking Terms and Conditions. There are hyperlinks appearing within the document to access additional bank policy information referenced by the link. The links are for reference only, please contact the bank directly to request a copy of the referenced information.
