Peggy Grimmer, Financial Advisor

FINANCIAL ADVISOR
Peggy Grimmer

CFP®, ChFC®
2650 Mormon Trek Blvd Ste 200, Iowa City, IA 52240opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Insurance & Annuities

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Golfing
  • Art & Theater
  • Traveling

Team Members

  • Erin Swarm
    Sr. Branch Office Administrator

Send Me a Message

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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 - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(319) 354-4007

Fax

(877) 251-7919

Office Address

2650 Mormon Trek Blvd Ste 200
Iowa City, IA 52240opens in a new window

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