Katherine Grusy, Financial Advisor

FINANCIAL ADVISOR
Katherine G Grusy

CFP®, ChFC®
21767 Omega Ct, Suite B, Goshen, IN 46528opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Insurance & Annuities

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Traveling
  • Bird Watching
  • Scuba Diving

Team Members

  • Sara Tripp
    Branch Office Administrator
  • Kristina Hostetler
    Sr. Branch Office Administrator
  • Haylee Bontrager
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

Phone

(574) 875-1541

Fax

(877) 688-1777

Office Address

21767 Omega Ct
Suite B
Goshen, IN 46528opens in a new window

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