portrait of Jeremy Penrod
FINANCIAL ADVISOR

Jeremy Penrod

CFP®, AAMS™
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Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies
  • New Investors
  • Charitable Giving

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Community Outreach
  • Coaching Sports
  • Bowling
  • Canoeing
  • Running

Team Members

  • Karen Royer
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(260) 824-2354

Fax

(888) 225-1707

Office Address

201 E Market St Suite 1
Bluffton, IN 46714opens in a new window

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