C G Financial Consulting

★★★★★
  • 1028 Lafayette Ave

    Story City, IA 50248

    Map & Directions
  • 515-733-2070

About C G Financial Consulting

Hours
Mon. - Fri. 9am - 5pm;Sat. - Sun. CLOSED

Finance

Finance
More choices in Story City:
Resultset_next

Edward Jones - Financial Advisor: Austin D M Woodin

2615 Northridge Pkwy, Suite 101 Ames, IA

Resultset_next

Jeff & Mary Gibbons Investment

2080 Quail Ridge Rd Ames, IA

4.8 5
Hi! Sign in to let us know how C G Financial Consulting was?
Write a Review
.

Clark worked with my wife and me on our family finances. He served us well by listening to our goals and our level of comfort with risk in investments. He then offered us a variety of options which met those goals. His recommendation saved us money at tax time. Since Clark is NOT an agent for a particular company, he is not limited to one line of financial products, nor is he tempted to suggest a product because it provides him some bonus. His only concern is serving his clients well. He has done that for us. I have recommended him to fellow pastors in the area. All have been pleased with the counsel he offered them. I gladly recommend him to anyone needing financial planning.

5
★★★★★

Clark worked with my wife and me on our family finances. He served us well by listening to our goals and our level of comfort with risk in investments. He then offered us a variety of options which met those goals. His recommendation saved us money at tax time. Since Clark is NOT an agent for a particular company, he is not limited to one line of financial products, nor is he tempted to suggest a product because it provides him some bonus. His only concern is serving his clients well. He has done that for us. I have recommended him to fellow pastors in the area. All have been pleased with the counsel he offered them. I gladly recommend him to anyone needing financial planning.

Was this review helpful to you?
Ratings_icons Ratings_icons

.

I had done some reading on investments and how to make my money work for me to enhance my retirement years. After gaining that wee bit of knowledge I "interviewed" various financial consultants. But it was bothersome that all of them were trying to sell me something. That was a huge red flag to me, because I thought if they were pressuring me to buy something they were more interested in making money for themselves than making money for me.

Then a spoke with Clark. It was clear from the beginning that he was very knowledgeable on this topic, and also passionate about helping the "little guy" grow financial freedom. That was the kind of service I desired, so I've hired Clark to help me with my investments for the last several years.

I have some investment quirks, some things I want, some things I'm not comfortable with, some investment options that I really am not interested in pursuing. Clark listens to all my idiosyncrasies, explains options, offers advice, and tailor-makes a plan that meets my goals. It is a winning situation for me.

If you want to manage your money more effectively, if you want to grow retirement savings, if you're interested in lowering you life insurance premium, or if you're interested in long-term health care, I heartily advise you to speak with Clark Grinde. He'll get you on the right track.

5
★★★★★

I had done some reading on investments and how to make my money work for me to enhance my retirement years. After gaining that wee bit of knowledge I "interviewed" various financial consultants. But it was bothersome that all of them were trying to sell me something. That was a huge red flag to me, because I thought if they were pressuring me to buy something they were more interested in making money for themselves than making money for me.

Then a spoke with Clark. It was clear from the beginning that he was very knowledgeable on this topic, and also passionate about helping the "little guy" grow financial freedom. That was the kind of service I desired, so I've hired Clark to help me with my investments for the last several years.

I have some investment quirks, some things I want, some things I'm not comfortable with, some investment options that I really am not interested in pursuing. Clark listens to all my idiosyncrasies, explains options, offers advice, and tailor-makes a plan that meets my goals. It is a winning situation for me.

If you want to manage your money more effectively, if you want to grow retirement savings, if you're interested in lowering you life insurance premium, or if you're interested in long-term health care, I heartily advise you to speak with Clark Grinde. He'll get you on the right track.

Was this review helpful to you?
Ratings_icons Ratings_icons

.

When my mother passed away almost 4 years ago, she left behind a small inheritance. I wanted to invest it, but I knew NOTHING about the stock market. As a result of consulting with Clark Grinde (CG Financial Consulting), I have been provided with some much needed direction to invest this money wisely. I've experienced significant financial gains due to his expertise in studying the market trends and through his investment strategies. Prior to meeting with Clark, I had also been mismanaging my retirement portfolio for years. But with his focus and knowledge in retirement planning, he has been instrumental to me in advising and reallocating monies in my TIAA-CREF retirement accounts to get the most benefit for me. I am very comfortable and confident with his advice which translates into peace of mind. He sits down with you one-on-one, listens to your needs and provides information and guidance without pressure. His service fees are very reasonable because he's operating independently of any specific investment or insurance companies. He's been a pleasure to work with and he genuinely wants his clients to be financially successful now and into retirement. If you??re in need of investment advice or planning for retirement, I would highly recommend visiting with Clark. I'm sure you'll be pleased you did. Deb K

5
★★★★★

When my mother passed away almost 4 years ago, she left behind a small inheritance. I wanted to invest it, but I knew NOTHING about the stock market. As a result of consulting with Clark Grinde (CG Financial Consulting), I have been provided with some much needed direction to invest this money wisely. I've experienced significant financial gains due to his expertise in studying the market trends and through his investment strategies. Prior to meeting with Clark, I had also been mismanaging my retirement portfolio for years. But with his focus and knowledge in retirement planning, he has been instrumental to me in advising and reallocating monies in my TIAA-CREF retirement accounts to get the most benefit for me. I am very comfortable and confident with his advice which translates into peace of mind. He sits down with you one-on-one, listens to your needs and provides information and guidance without pressure. His service fees are very reasonable because he's operating independently of any specific investment or insurance companies. He's been a pleasure to work with and he genuinely wants his clients to be financially successful now and into retirement. If you??re in need of investment advice or planning for retirement, I would highly recommend visiting with Clark. I'm sure you'll be pleased you did. Deb K

Was this review helpful to you?
Ratings_icons Ratings_icons

.

Until the last few years, I have not had the need to work with a financial advisor of any kind. When I finally did, I??m so glad that I chose Clark. I have learned that he is the kind of guy you could trust to invest your money like it was his own. He is easy to talk to and he does a good job of explaining things. I??ve even brought him in to talk to my dealer network about their financial goals. In my opinion, you couldn??t go wrong if you have Clark working for you at a price you can afford.

Randy Navratil
Essential Water Solutions, Inc.

4
★★★★☆

Until the last few years, I have not had the need to work with a financial advisor of any kind. When I finally did, I??m so glad that I chose Clark. I have learned that he is the kind of guy you could trust to invest your money like it was his own. He is easy to talk to and he does a good job of explaining things. I??ve even brought him in to talk to my dealer network about their financial goals. In my opinion, you couldn??t go wrong if you have Clark working for you at a price you can afford.

Randy Navratil
Essential Water Solutions, Inc.

Was this review helpful to you?
Ratings_icons Ratings_icons

.

Mr. Grinde is a knowledgeable, caring financial adviser. He take the time to get to know you and your needs. His results have been excellent and he always makes sure you are comfortable with your investments. I recommend his services to anyone looking for an adviser they can trust.

Pat Hashman

5
★★★★★

Mr. Grinde is a knowledgeable, caring financial adviser. He take the time to get to know you and your needs. His results have been excellent and he always makes sure you are comfortable with your investments. I recommend his services to anyone looking for an adviser they can trust.

Pat Hashman

Was this review helpful to you?
Ratings_icons Ratings_icons

Message from C G Financial Consulting

I truly feel many people are misled by their financial advisors. At CG Financial Consulting, fees are thoroughly discussed. My goal is to help you attain financial freedom considering where you are now, and where you want to go.

We don't hide costs with high cost insurance plans or loaded mutual funds. We truly want you to do better. I want to be your partner in a successful financial journey. References provided upon request. Over 15 years in financial planning. I serve every part of the United States, and I am based in Iowa.

>>Clark Grinde<<



2008 YEAR END FINANCIAL PLANNING TIPS:

1. Roth IRA Conversions: Now is the time to do Roth IRA Conversions. If you own a Traditional IRA, now is the perfect time to convert to the Roth IRA. You pay less taxes to convert now when assets are lower priced. The end result is a tax free income stream with a Roth IRA.

2. Consider ‚??In Trust For‚?Ě and Revocable Trust Accounts to Maximize FDIC: To insure higher amounts, consider using ‚??in trust for‚?Ě or Revocable Trust accounts that are insured up to $250,000 per beneficiary named on the account. The insurance amount will be reduced to $100,000 per beneficiary on January 1, 2010.

3. Will, Trust, and IRA Beneficiary Designation Review: A periodic review of your Will as well as your life insurance is probably a prudent thing to do. This is especially true if you have the traditional A/B Will.

4. Use the Correct Assets First: Don‚??t make mistakes here. With some exceptions, it is best in retirement to use your after-tax (non IRA) assets first, then your IRA and retirement plan assets, and last spend your Roth IRA dollars.

--For Low Cost Unbiased Non Commissioned Based Financial Planning: Call CG Financial Consulting at 515-733-2070 or email at cgfc@iowatelecom.net.

More about C G Financial Consulting

Low Fee Retirement Planning Low Fee Investment Planning Term Life Insurance College Planning Estate Planning 401K and 403B Rollovers Individual Retirement Accounts No Load Mutual Funds

 

Wait, you're the expert.

If you've been to or used C G Financial Consulting, leave a review.

It's easy, only takes a couple of minutes and you'll help thousands make an informed decision.



Write a Review